LearningSuite + Wealthbox CRM

Add courses to LearningSuite members when new contacts are created in Wealthbox CRM

Easily keep your Wealthbox CRM contacts engaged by providing them access to relevant courses in LearningSuite. With this workflow, once a new contact is added in Wealthbox CRM, your selected courses will be assigned to them in LearningSuite. This automation saves you time and ensures a seamless experience for your contacts as they explore your educational content.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Courses to Member
Adds Courses to a Member
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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
- Course
- Module
- Lesson
- Test User
- Test Course
- Test Module
- Test Lesson
Trigger
Instant
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New Feedback
Triggers when a user submits a new feedback
Trigger
Instant
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- Course
Trigger
Instant
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- Not Logged in for DaysRequired
- Include users who have not logged in yetRequired
Trigger
Scheduled
Try It
- GroupRequired
- BundlesRequired
- Disable Course Access Notification Email
Action
Write
- UserRequired
- CoursesRequired
- Access Date (Default = now)
- Disable Course Access Notification Email
Action
Write
- UsersRequired
- GroupsRequired
- Disable Course Access Notification Email
Action
Write
- Group NameRequired
Action
Write
- HubRequired
- Members
- Groups
- Bundles
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
Action
Write
- UserRequired
Action
Write
- MemberRequired
- CourseRequired
- Date for access check
Action
Write
- UserRequired
- CoursesRequired
Action
Write
- UsersRequired
- GroupsRequired
Action
Write
- First name
- Last name
- Phone
- About
- Position
- City
- Enabled
- UserRequired
Action
Write
- EmailRequired
- Include Groups
Action
Search
- EmailRequired
- Include Groups
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
Action
Search or write

New Contact
Triggers when a new contact is created.
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
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
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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
- Course Progress AboveRequired
- Course
- Test Course
- Test User
Trigger
Instant
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- CourseRequired
Trigger
Instant
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- Test User
Trigger
Instant
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User Created
Triggers when a new user has been added to the platform
Trigger
Scheduled
Try It
- MemberRequired
- ActionRequired
Action
Write
- User Id
- Bundles
- Access Date (Default = now)
- Disable Course Access Notification Email
Action
Write
- GroupRequired
- CoursesRequired
- Disable Course Access Notification Email
Action
Write
- User IDRequired
- Date for access check
Action
Write
- Hub TitleRequired
- Internal NameRequired
- TemplateRequired
- Sort IndexRequired
- PublishRequired
Action
Write
- CourseRequired
- Immediately Publish Course
- Lesson sorting position
- NameRequired
- Video Url
- HTML content
Action
Write
- GroupRequired
Action
Write
- Include never logged in members
- Limit
- Include Groups
- Days not logged in
- Offset
Action
Write
- UserRequired
- BundlesRequired
Action
Write
- HubRequired
- Members
- Groups
- Bundles
Action
Write
- CourseRequired
- UserRequired
- New Module AccessRequired
Action
Write
- Group NameRequired
- Include Users
Action
Search
- Group NameRequired
- Include Users
Action
Search or write

About LearningSuite

Learningsuite is an E-Learning Plattform

Learn more

Related categories

Education

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

LearningSuite + Wealthbox CRM

Add courses to LearningSuite members when new contacts are created in Wealthbox CRM

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