Delivra + Wealthbox CRM

Add new Wealthbox CRM contacts to Delivra as contacts

Effortlessly keep your Wealthbox CRM and Delivra contact lists up-to-date with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will instantly create or update that contact in your Delivra app, ensuring that your email marketing efforts are always accurate and targeted. No more manual input or wasted time—just a smooth process that leaves you free to focus on what truly matters in your business.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create/Update Contact
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.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
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
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It

- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- 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
- Category
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Unsubscribe
Triggers when contacts unsubscribe.
Trigger
Scheduled
Try It
Updated Contact
Triggers when a contact gets updated.
Trigger
Scheduled
Try It
- Contact Email Address or IDRequired
Action
Write
- Contact Email Address or IDRequired
- Category Name or IDRequired
Action
Write
- Email AddressRequired
Action
Write
- Cart TokenRequired
- eCommerce PortalRequired
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Meeting IDRequired
- Meeting Attendance IDRequired
- Attendance Cost
- Attendance Status
- Attendance Confirmed
Action
Write
- External Order IDRequired
- eCommerce PortalRequired
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Category
Trigger
Scheduled
Try It
New Abandoned Cart
Triggers when a new abandoned cart is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
Updated Abandoned Cart
Triggers when an abandoned cart gets updated.
Trigger
Scheduled
Try It
Updated Order
Triggers when an Order is updated.
Trigger
Scheduled
Try It
- Email AddressRequired
- Contact Status
- First Name
- Last Name
- Title
- Phone Number
- Company
- Birthday
- Lead Stage
- Address
- City
- State
- Zip
- Country
- Lead Source First Touch
- Lead Source Last Touch
- Lead Source Url
- Lead Source GCLID
- Lead Source FBCLID
- Lead Source Landing Url
Action
Write
- Email AddressRequired
Action
Write
- Email AddressRequired
- Cart TokenRequired
- eCommerce PortalRequired
- Recovery Url
- Created Date
- Last Updated
- Cart Total
- Recovered Date
- Recovered Order ID
Action
Write
- Meeting IDRequired
- Host ID
- Topic
- Start Time
- Duration
- Description
- Join Url
- Status
Action
Write
- Email AddressRequired
- External Order IDRequired
- eCommerce PortalRequired
- Order Number
- Customer ID
- Created Date
- Modified Date
- Completed Date
- Status ID
- Status Code
- IP Address
- User Agent
- Order Notes
- Customer Message
- Currency ID
- Currency Code
- Exchange Rate
- Items Total
- Sub Total
- Shipping
- Tax
- Discount
- Total
- Shipping Method
- Shipping Weight
- Payment Method
- Payment Method ID
- Payment Status
Action
Write

About Delivra

Delivra is a robust multi-channel marketing automation platform used to keep your prospects informed through their customer journey. With intuitive data management and easy personalization tools, we make it easy to acquire, manage, and nurture leads through that other crucial period – after they’re your customer!

Help

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Marketing Automation

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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 more Help

Related categories

CRM (Customer Relationship Management)

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By team

Delivra + Wealthbox CRM

Add new Wealthbox CRM contacts to Delivra as contacts

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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