Kudosity + Wealthbox CRM

Create Wealthbox CRM contacts and send Kudosity messages for new contacts

Effortlessly stay connected with your contacts in Wealthbox CRM by sending them personalized SMS messages through Kudosity. This workflow triggers when a new contact is added to Wealthbox CRM and promptly sends an SMS using Kudosity. Streamline your communication process and make your contacts feel valued with this seamless automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Send SMS
Send a text message to a single mobile number.
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
Delivery Report Received
Triggers when a delivery report is received for a message. Report values are "delivered", "pending", "hard-bounce", "soft-bounce".
Trigger
Instant
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- List Name
Trigger
Instant
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- Virtual Mobile Number
Trigger
Instant
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- Mobile PhoneRequired
- ListRequired
- Format Number
- First Name
- Last Name
Action
Write
- ListRequired
- Mobile PhoneRequired
Action
Write
- Message IDRequired
- Mobile NumberRequired
Action
Write
- MessageRequired
- Tracked Link
- Recipient Mobile NumberRequired
- Format Number
- Sender ID
- Send At
- Forward Replies to URL
Action
Write
- Start DateRequired
- End DateRequired
- List ID
- Virtual Number
- Message Type
- Page
- Max
- Response Style
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
Link Hit
Triggers when a recipient clicks on Burst SMS Short URL.
Trigger
Instant
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SMS Received to Inbox
Triggers when there's a new messages found in your SMS Inbox. Will also automatically detect an email address in the message and return this in the response.
Trigger
Polling
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SMS Sent
Triggers when an SMS is sent. (WARNING: Do not use this trigger with the Send SMS Action for Burst SMS as this will cause a loop).
Trigger
Polling
Try It
- Message IDRequired
Action
Write
- Mobile NumberRequired
- Country CodeRequired
Action
Write
- Message IDRequired
- Mobile PhoneRequired
Action
Write
- MessageRequired
- Tracked Link
- ListRequired
- Sender ID
- Send At
- Forward Replies to URL
Action
Write
- ListRequired
- Mobile PhoneRequired
- Format Number
Action
Search

About Kudosity

Kudosity is a secure SMS platform for business, empowering marketers and developers to send reliable text messages, and build stronger customer relationships.

Learn more