Jasmin + Wealthbox CRM

Jasmin + Wealthbox CRM integrations

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 ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create/Update ContactCreates a new Contact.
ActionWrite

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More things you can do with Wealthbox CRM and Jasmin

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

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
- Prefix
- Subscription
  Required
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
- Prefix
- Entity Code
  Required
- Customer Group
- Contact Type
  Required
- Name
  Required
- 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
- Subscription
  Required
- Company
  Required
- Document Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product Code
  Required
- Product Name
  Required
- Warehouse
- Product Quantity
  Required
- Product Price
  Required
- Product Price Division Factor
- Product Currency
- Item Discount
- Product Unit
  Required
- Product TAX
  Required
- Billing Name
- Billing Tax ID
- Billing Address
- Total Shipping Paid
- Shipping Description
- Shipping TAX
- Remarks
Action
Write
- Subscription
  Required
- Company
  Required
- Order Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product Code
  Required
- Product Name
  Required
- Warehouse
- Product Quantity
  Required
- Product Price
  Required
- Product Price Division Factor
- Product Currency
- Item Discount
- Product Unit
  Required
- Product TAX
  Required
- Billing Name
- Billing Tax ID
- Billing Address
- Total Shipping Paid
- Shipping Item
- Shipping Description
- Remarks
Action
Write

New Contact
Triggers when a new contact 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
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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
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- 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
- Subscription
  Required
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
- Prefix
- Item Code
  Required
- Description
  Required
- Complementary Description
- Tax Schema
- Barcode
- Image URL
Action
Write
- Subscription
  Required
- Natural Key
- Currency
- Contact Type
  Required
- Name
  Required
- 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
- Subscription
  Required
- Order Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Product Code
  Required
- Product Parent Code
- Warehouse
- Product Name
  Required
- Product Quantity
  Required
- Product Price
  Required
- Product Currency
- Item Discount
- Product Unit
  Required
- Product TAX
  Required
- Remove VAT
- Total Shipping Paid
- Shipping Item
- Shipping Description
- Notes
Action
Write
- Subscription
  Required
- Company
  Required
- Document Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
  Required
- Serie
- Discount
- Price List
- Product Code
  Required
- Product Name
  Required
- Warehouse
  Required
- Product Quantity
  Required
- Product Unit
  Required
- Product Unit Price
  Required
- Accounting Party
- Exchange Rate
- Loading Date Time
  Required
- Loading Country
  Required
- Loading Postal Zone
- Loading City Name
- Loading Street Name
- Loading Building Number
- Unloading Date Time
  Required
- Unloading Country
  Required
- Unloading Postal Zone
- Unloading City Name
- Unloading Street Name
- Unloading Building Number
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.

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Related categories

Accounting

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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Related categories

CRM (Customer Relationship Management)

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