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.
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 ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add Courses to MemberAdds Courses to a Member
ActionWriteCreate a new record or update an existing record in your app.
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New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Complete
Triggers when an existing workflow step is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
Type
ContentRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Organizer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypeRequired
Tags
Email Address
Email Type
Primary Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Name
Phone Number
Id
Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
Bundle Created
Triggers when a new Bundle has been created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Community Area
Triggers when a new community area is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArea ID
Forum ID
Approved
Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Popup ID
Test User ID
Interaction Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Group ID
Test User ID
Action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team Member Created
Triggers when a new team member (user with admin zone access) has been added to the platform.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNot Logged in for DaysRequired
Include users who have not logged in yetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGroupRequired
BundlesRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Community Badge IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
CoursesRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Area ID
Forum IDRequired
Post IDRequired
Author User IDRequired
Answer to Comment ID
Comment TextRequired
Enable Webhook Triggering
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub TitleRequired
Internal NameRequired
TemplateRequired
Sort IndexRequired
PublishRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CourseRequired
Immediately Publish Course
Lesson sorting position
NameRequired
Video Url
HTML content
Thumbnail URL
Timestamp in Seconds to Generate the thumbnail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PopupRequired
MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
Area ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Include never logged in members
Limit
Include Groups
Days not logged in
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Published Courses
Get all published courses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Include Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
BundlesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
CoursesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UsersRequired
GroupsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
PopupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First name
Last name
Phone
About
Position
City
Enabled
UserRequired
Email
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup NameRequired
Include Users
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workflow
Triggers when a new workflow is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.HouseholdRequired
MemberRequired
TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
TitleRequired
Description
Starts AtRequired
Ends AtRequired
All Day
Category
State
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
NameRequired
Description
Target Close DateRequired
ProbabilityRequired
Opportunity StageRequired
Manager
Amount
Currency
Kind
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category
Related Contact
Type
NameRequired
Due DateRequired
Description
Assignment TypeRequired
Complete
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow TemplateRequired
Linked to TypeRequired
Linked to IdRequired
Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundArea ID
Forum ID
Mentioned User IDs
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Community Badge
Triggers when a new community badge is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArea ID
Forum ID
Publish Status
Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Course Progress AboveRequired
Course
Test Course
Test User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Popup Created
Triggers when a new Custom Popup has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGroup Created
Triggers when a new Group has been created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCourse
Module
Lesson
Test User
Test Course
Test Module
Test Lesson
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Feedback
Triggers when a user submits a new feedback
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member Created
Triggers when a new member has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMemberRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Id
Bundles
Access Given Override
Access Until Override
Unlimited Access
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
CoursesRequired
Access Date (Default = now)
Disable Course Access Notification Email
Login Link in Course Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UsersRequired
GroupsRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HubRequired
Members
Groups
Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First NameRequired
Last NameRequired
Phone
City
About
Do not send welcome email
Do not require password change
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Area ID
Forum ID
Order
Limit
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
Include Progress
CourseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IDRequired
Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Limit
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
CourseRequired
Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Community Badge IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HubRequired
Members
Groups
Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Link URLRequired
Users
Groups
Title
Body Text
Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CourseRequired
UserRequired
New Module AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
Include Users
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Include Groups
First NameRequired
Last NameRequired
Phone
City
About
Do not send welcome email
Do not require password change
Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
