Jasmin + Wealthbox CRM

Create or update Jasmin contacts for new Wealthbox CRM contacts

Effortlessly keep your Wealthbox CRM and Jasmin app contacts in sync with this seamless workflow. When you add a new contact to Wealthbox CRM, it will automatically create or update the corresponding contact in the Jasmin app. This ensures you always have the most up-to-date contact information across both platforms, saving you time and reducing manual data entry errors.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create/Update Contact
Creates a new Contact.
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
Try It
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
- SubscriptionRequired
Trigger
Scheduled
Try It
- SubscriptionRequired
- Company
Trigger
Scheduled
Try It
- SubscriptionRequired
- Company
Trigger
Scheduled
Try It
- SubscriptionRequired
- Prefix
- Item CodeRequired
- DescriptionRequired
- Complementary Description
- Tax Schema
- Barcode
- Image URL
Action
Write
- SubscriptionRequired
- Natural Key
- Currency
- Contact TypeRequired
- NameRequired
- Birthdate
- Gender
- Street Name
- Building Number
- Postal Zone
- City Name
- Country Code
- Electronic Mail
- Business Telephone
- Home Telephone
- Mobile
- Facebook URL
- Website URL
- Linkedin URL
- Picture URL
- Picture Thumbnail URL
- Notes
- Company Tax ID
Action
Write
- SubscriptionRequired
- Order Type
- Prefix
- Customer EntityRequired
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Product CodeRequired
- Product Parent Code
- Warehouse
- Product NameRequired
- Product QuantityRequired
- Product PriceRequired
- Product Currency
- Item Discount
- Product UnitRequired
- Product TAXRequired
- Remove VAT
- Total Shipping Paid
- Shipping Item
- Shipping Description
- Notes
Action
Write
- SubscriptionRequired
- CompanyRequired
- Document Type
- Prefix
- Customer EntityRequired
- Currency
- Payment Method
- Payment Term
- Delivery TermRequired
- Serie
- Discount
- Price List
- Product CodeRequired
- Product NameRequired
- WarehouseRequired
- Product QuantityRequired
- Product UnitRequired
- Product Unit PriceRequired
- Accounting Party
- Exchange Rate
- Loading Date TimeRequired
- Loading CountryRequired
- Loading Postal Zone
- Loading City Name
- Loading Street Name
- Loading Building Number
- Unloading Date TimeRequired
- Unloading CountryRequired
- Unloading Postal Zone
- Unloading City Name
- Unloading Street Name
- Unloading Building Number
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
- Prefix
- SubscriptionRequired
Trigger
Scheduled
Try It
- SubscriptionRequired
- Company
Trigger
Scheduled
Try It
- SubscriptionRequired
Trigger
Scheduled
Try It
- SubscriptionRequired
- Company
Trigger
Scheduled
Try It
- SubscriptionRequired
- Prefix
- Entity CodeRequired
- Customer Group
- Contact TypeRequired
- NameRequired
- Birthdate
- Gender
- Street Name
- Building Number
- Postal Zone
- City Name
- Country Code
- Electronic Mail
- Business Telephone
- Home Telephone
- Mobile
- Currency
- Payment Mehtod
- Payment Term
- Delivery Term
- Facebook URL
- Website URL
- Linkedin URL
- Picture URL
- Notes
- Company Tax ID
Action
Write
- SubscriptionRequired
- CompanyRequired
- Document Type
- Prefix
- Customer EntityRequired
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product CodeRequired
- Product NameRequired
- Warehouse
- Product QuantityRequired
- Product PriceRequired
- Product Price Division Factor
- Product Currency
- Item Discount
- Product UnitRequired
- Product TAXRequired
- Billing Name
- Billing Tax ID
- Billing Address
- Total Shipping Paid
- Shipping Description
- Shipping TAX
- Remarks
Action
Write
- SubscriptionRequired
- CompanyRequired
- Order Type
- Prefix
- Customer EntityRequired
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product CodeRequired
- Product NameRequired
- Warehouse
- Product QuantityRequired
- Product PriceRequired
- Product Price Division Factor
- Product Currency
- Item Discount
- Product UnitRequired
- Product TAXRequired
- Billing Name
- Billing Tax ID
- Billing Address
- Total Shipping Paid
- Shipping Item
- Shipping Description
- Remarks
Action
Write

About Jasmin

Jasmin is a Cloud Management Software by PRIMAVERA BSS that allows you to track your business any time and anywhere. Jasmin allows you to manage sales, payments, stocks, receipts, orders, etc., offering you KPIs and tips for your business.

Related categories

Accounting

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)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Jasmin + Wealthbox CRM

Create or update Jasmin contacts for new Wealthbox CRM 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