Creates a new contact.

Creates a new project.

Creates a new household.

Updates an existing contact.

Find or Create a Contact

Triggers when a contact unsubscribes from a specific category.

Add a given contact (by email address or ID) to a set of categories.

Remove a given contact (by email address or ID) from a category (by Name or ID).

Unsubscribe this contact from your list in Delivra.

Creates a new abandoned cart line item or updates if the line item already exists.

Creates a meeting registrant or if the meeting registrant already exists then it gets updated.

Creates a new order line item or updates if the line item already exists.

Adds a new family member to a household.

Creates a new event.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find a contact.

Triggers when a contact joins a specific category.

Creates a new contact or updates an existing contact based on email address. Can be used to send a Welcome or Confirm Opt-In email.

Send a transactional email (from your Delivra account) to this contact.

Creates a new abandoned cart or updates if the cart already exists.

Creates a Meeting or updates the Meeting if it already exists.

Creates a new order or updates if the order already exists.