Elastic Email + Wealthbox CRM

Elastic Email + Wealthbox CRM integrations

Add new Wealthbox CRM contacts to Elastic Email as contacts

Effortlessly keep your Wealthbox CRM contacts and Elastic Email lists updated with this automation workflow. Whenever you add a new contact in Wealthbox CRM, this workflow will instantly add the contact to your Elastic Email list. Save time and maintain seamless communication with your clients by ensuring your mailing lists are always up-to-date.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add ContactAdd a new contact to your Elastic Email account with custom fields.
ActionWrite

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More things you can do with Wealthbox CRM and Elastic Email

Discover other triggers and actions you can use with Wealthbox CRM and Elastic Email

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
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
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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
- Contact ID
  Required
- 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
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
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
- List Name
Trigger
Polling
Try It
- Automation
  Required
Trigger
Polling
Try It
- Campaign
  Required
Trigger
Polling
Try It
- Campaign
  Required
Trigger
Polling
Try It
- List Name
  Required
- Create Empty List
- Allow Unsubscribe
- Track History
- Emails
- Add All Contacts
Action
Write
- List Name
  Required
- Email
  Required
Action
Write
- Subject
  Required
- From Email
  Required
- From Name
- To
  Required
- CC
- BCC
- Reply To
- Reply To Name
- Body Type
- Body
- Template
- Attachments
- Pool Name
Action
Write
- List Name
  Required
Action
Search

New Contact
Triggers when a new contact 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
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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
Action
Search
Contact Added
Triggers when a new contact with Active or Engaged status is added to your Elastic Email account.
Trigger
Polling
Try It
Contact Unsubscribed
Triggers when a contact unsubscribes from Emails via campaign links or manual actions.
Trigger
Polling
Try It
- Campaign
Trigger
Polling
Try It
Get User Lists
Triggers when contact lists are fetched from your Elastic Email account.
Trigger
Polling
Try It
- Email
  Required
- First Name
- Last Name
- List Name
- Send Activation
- Activation Return Url
- Custom Fields
Action
Write
- Email to Delete
  Required
- List Name
Action
Write
- Subject
  Required
- From Email
  Required
- From Name
- Reply To
- Reply Name
- List
- Segment
- Preview Text
- Body Type
- Body
- Template
- Attachment
- Pool Name
Action
Write
- Emails
  Required
Action
Write
- Email
  Required
Action
Search

About Elastic Email

Elastic Email is an all-in-one email delivery platform. Offering an SMTP Relay, robust HTTP API, and a User Interface that has a complete suite of tools and features for managing contacts, templates, campaigns, and reports. Specializing in delivering transactional and marketing email for businesses of any size.

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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.

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CRM (Customer Relationship Management)

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