JustCall + Wealthbox CRM

Create and schedule text messages in JustCall for new Wealthbox CRM contacts

Easily stay in touch with new contacts from Wealthbox CRM by scheduling personalized text messages with JustCall. This workflow initiates when a new contact is added in Wealthbox CRM and immediately schedules a text message in JustCall to be sent at a specified time. Simplify and streamline your communication process, ensuring timely engagement with your clients.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
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Schedule a Text Message
This action allows you to schedule a text message. This message goes out at a particular date and time in future.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
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
- 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
AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Trigger
Instant
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Call Answered
Triggers when a call answered an queue.
Trigger
Instant
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Call Initiated
Triggers when a call initiated from JustCall.
Trigger
Instant
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[Legacy] Incoming Call
Triggers for a new incoming call
Trigger
Instant
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Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Trigger
Instant
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Missed Call
Trigger when an incoming call is missed
Trigger
Instant
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Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Instant
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New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Polling
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[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Polling
Try It
Call AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
Trigger
Instant
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SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Trigger
Instant
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Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- Call IdRequired
Action
Write
- Customer/Client NumberRequired
- JustCall Number
- Country Code
Action
Write
- firstnameRequired
- lastname
- phoneRequired
- email
- company
- notes
- Agent ID
Action
Write
- To NumberRequired
- FromRequired
- Body
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact ID
- phone
- email
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
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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
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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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- 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
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Trigger
Instant
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Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Trigger
Instant
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Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Trigger
Instant
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New Incoming Call
Triggers for a new incoming call
Trigger
Instant
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New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Polling
Try It
[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Polling
Try It
SMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Instant
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New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
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SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Trigger
Instant
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SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Trigger
Instant
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[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
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- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- AI Agent IDRequired
- Contact NumberRequired
- Has ConsentRequired
- Dynamic Variables
Action
Write
- Customer/Client NumberRequired
- JustCall Number
Action
Write
- Campaign IDRequired
- PhoneRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Date & TimeRequired
- Offset (in minutes)
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact idRequired
- First NameRequired
- Last Name
- Phone NumberRequired
- Email
- Company
- Notes
- Other Phone Label
- Other Phone Number
Action
Write
- phoneRequired
Action
Search

About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Learn more

Related categories

Phone & SMS

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Create and send multimedia text messages in JustCall for new contacts in Wealthbox CRM

Add new Wealthbox CRM contacts to JustCall sales dialer campaigns

JustCall + Wealthbox CRM

Create and schedule text messages in JustCall for new Wealthbox CRM contacts

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

AI Voice Agent Data Generated for Call

Call Answered

Call Initiated

[Legacy] Incoming Call

Incoming Caller Exits Queue

Missed Call

Call Completed

New Contact

[Legacy] New Text

Call AI Report Generated (Sales Dialer)

SMS Received

Call Updated

[Legacy] Add to Sales Dialer Campaign

Get Voice Agent Data

[Legacy] Check for Text Replies

Create Contact

[Legacy] Send a Multimedia Text Message

Send a Multi-Media Message

Send a Text Message

Find Contact

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

Call AI Report Generated

Call Completed (Sales Dialer)

Call Updated (Sales Dialer)

Incoming Caller Enters Queue

New Incoming Call

New Appointment

[Legacy] Call Ended

SMS Sent or Received

New Voicemail

SMS Delivery Status Updated

SMS Sent

[Legacy] Call Updated

Add Contact to Sales Dialer Campaign

Create AI Voice Agent Call

Check Reply to SMS

Delete Contact From Sales Dialer Campaign

Schedule a Text Message

[Legacy] Send a Text Message

Update Contact

Find Contact in Sales Dialer

About JustCall

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Forms

Related Zap Templates

Related Zap Templates