Kudosity + Wealthbox CRM

Kudosity + Wealthbox CRM integrations

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 ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send SMSSend a text message to a single mobile number.
ActionWrite

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More things you can do with Wealthbox CRM and Kudosity

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

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
- 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
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
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- Message ID
  Required
Action
Write
- Mobile Number
  Required
- Country Code
  Required
Action
Write
- Message ID
  Required
- Mobile Phone
  Required
Action
Write
- Message
  Required
- Tracked Link
- List
  Required
- Sender ID
- Send At
- Forward Replies to URL
Action
Write
- List
  Required
- Mobile Phone
  Required
- Format Number
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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- 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
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 Phone
  Required
- List
  Required
- Format Number
- First Name
- Last Name
Action
Write
- List
  Required
- Mobile Phone
  Required
Action
Write
- Message ID
  Required
- Mobile Number
  Required
Action
Write
- Message
  Required
- Tracked Link
- Recipient Mobile Number
  Required
- Format Number
- Sender ID
- Send At
- Forward Replies to URL
Action
Write
- Start Date
  Required
- End Date
  Required
- List ID
- Virtual Number
- Message Type
- Page
- Max
- Response Style
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 moreLearn moreHelpHelp

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Add new Wealthbox CRM contacts to Kudosity as contacts for seamless communication

Related Zap Templates

Add new Wealthbox CRM contacts to Kudosity as contacts for seamless communication