CloudKii + Wealthbox CRM

CloudKii + Wealthbox CRM integrations

Create CloudKii app licenses for new Wealthbox CRM contacts

Easily manage your Wealthbox CRM contacts with this seamless workflow. When a new contact is added to Wealthbox CRM, this automation will instantly create an App License in CloudKii. Save time and effort by streamlining your processes and ensuring all new contacts are connected to the essential tools they need.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create App LicenseCreate an App License using person's email and your CloudKi API Key
ActionWrite

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More things you can do with Wealthbox CRM and CloudKii

Discover other triggers and actions you can use with Wealthbox CRM and CloudKii

New Comment
Triggers when a new comment is created.
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Instant
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- Plan Limitation
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- LicenseEmail
  Required
- CloudKii App
  Required
Action
Write
- SubPartnerEmail
  Required
- Licenses
  Required
Action
Write
- Target App
  Required
- User Full Name
  Required
- User Email
  Required
- User Phone Number
- Account Snapshot/Framework (if applicable)
Action
Write
- SubPartnerEmail
  Required
- Sub-Partner Name
  Required
- Licenses
  Required
Action
Write
- SubPartnerEmail
  Required
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
- SubPartnerEmail
  Required
Action
Write
- User email
  Required
- CloudKii App
  Required
Action
Write
- User Full Name
  Required
- Email
  Required
- User Phone Number
  Required
- Business Name
  Required
- City
  Required
- Street Address
  Required
- ZIP
  Required
Action
Write
- LicenseEmail
  Required
- CloudKii App
  Required
Action
Write
- SubPartnerEmail
  Required
- Licenses
  Required
Action
Write

About CloudKii

CloudKii empowers you to take control over your extension business.

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier