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 ContactTriggers when a new contact is created.
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Add Courses to MemberAdds Courses to a Member
ActionWrite

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More things you can do with Wealthbox CRM and LearningSuite

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

New Comment
Triggers when a new comment is created.
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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
- AI Agent
Trigger
Instant
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- Area ID
- Forum ID
- Mentioned User IDs
Trigger
Instant
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New Community Badge
Triggers when a new community badge is created
Trigger
Polling
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- Area ID
- Forum ID
- Publish Status
- Test User ID
Trigger
Instant
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- Course
  Required
Trigger
Instant
Try It
- Course
  Required
Trigger
Instant
Try It
Custom Popup Created
Triggers when a new Custom Popup has been added to the platform
Trigger
Polling
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- Course
- Test User
Trigger
Instant
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Group Created
Triggers when a new Group has been created.
Trigger
Polling
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- Course
- Module
- Lesson
- Test User
- Test Course
- Test Module
- Test Lesson
Trigger
Instant
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- Course
  Required
Trigger
Instant
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- Test User
Trigger
Instant
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Team Member Created
Triggers when a new team member (user with admin zone access) has been added to the platform.
Trigger
Polling
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- Not Logged in for Days
  Required
- Include users who have not logged in yet
  Required
Trigger
Polling
Try It
- Group
  Required
- Bundles
  Required
- Disable Course Access Notification Email
Action
Write
- User Id
  Required
- Community Badge IDs
  Required
Action
Write
- Group
  Required
- Courses
  Required
- Disable Course Access Notification Email
Action
Write
- User Id
  Required
- Profile Index
Action
Write
- User Id
  Required
- Date for access check
Action
Write
- Area ID
- Forum ID
  Required
- Post ID
  Required
- Author User ID
  Required
- Answer to Comment ID
- Comment Text
  Required
- Enable Webhook Triggering
Action
Write
- Hub Title
  Required
- Internal Name
  Required
- Template
  Required
- Sort Index
  Required
- Publish
  Required
Action
Write
- Course
  Required
- Immediately Publish Course
- Lesson sorting position
- Name
  Required
- Video Url
- HTML content
- Thumbnail URL
- Timestamp in Seconds to Generate the thumbnail
Action
Write
- Group
  Required
Action
Write
- Popup
  Required
- Member
  Required
Action
Write
- Offset
- Limit
- Area ID
Action
Write
- Include never logged in members
- Limit
- Include Groups
- Days not logged in
- Offset
Action
Write
- Course ID
  Required
Action
Write
Get Published Courses
Get all published courses
Action
Write
- User ID
  Required
- Include Groups
Action
Write
- User Id
  Required
- Profile Index
- Custom Field Card
Action
Write
- Member
  Required
- Course
  Required
- Module
  Required
- Lesson
  Required
Action
Write
- Course
  Required
- Version Name
- Version Notes
- Update Message
- Show Version Notes to Students
Action
Write
- User
  Required
- Community Badge IDs
  Required
Action
Write
- User Id
  Required
- Profile Index
- Remove All Files
- File IDs To Remove
Action
Write
- Users
  Required
- Groups
  Required
Action
Write
- User
  Required
Action
Write
- Member
  Required
- Course
  Required
- Modules
- Module for lesson selection
- Lessons
- Set For Whole Course
Action
Write
- Course
  Required
- User
  Required
- New Module Access
  Required
Action
Write
- Course
  Required
- Name
- Visibility
Action
Write
- Group Name
  Required
- Include Users
Action
Search
- User ID
  Required
Action
Search
- User ID
  Required
- Include Groups
Action
Search
- Email
  Required
- Include Groups
- First Name
  Required
- Last Name
  Required
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
Action
Search or write

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
- AI Agent
- Agent Action
Trigger
Instant
Try It
Bundle Created
Triggers when a new Bundle has been created
Trigger
Polling
Try It
New Community Area
Triggers when a new community area is created
Trigger
Polling
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- Area ID
Trigger
Polling
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- Area ID
- Forum ID
- Approved
- Test User ID
Trigger
Instant
Try It
- Course Progress Above
  Required
- Course
- Test Course
- Test User
Trigger
Instant
Try It
- Custom Field Card
Trigger
Instant
Try It
- Custom Popup ID
- Test User ID
- Interaction Type
Trigger
Instant
Try It
- Course
- Test User
Trigger
Instant
Try It
- Group ID
- Test User ID
- Action
Trigger
Instant
Try It
- Test User
- Action
Trigger
Instant
Try It
New Feedback
Triggers when a user submits a new feedback
Trigger
Instant
Try It
- Course
Trigger
Instant
Try It
Member Created
Triggers when a new member has been added to the platform
Trigger
Polling
Try It
- Member
  Required
- Action
  Required
Action
Write
- User Id
  Required
- Bundles
  Required
- Access Given Override
- Access Until Override
- Unlimited Access
- Disable Course Access Notification Email
Action
Write
- User Id
  Required
- Courses
  Required
- Access Date (Default = now)
- Disable Course Access Notification Email
- Login Link in Course Email
Action
Write
- Users
  Required
- Groups
  Required
- Disable Course Access Notification Email
Action
Write
- User Id
  Required
Action
Write
- Member
  Required
- Course
  Required
Action
Write
- Group Name
  Required
Action
Write
- Hub
  Required
- Members
- Groups
- Bundles
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
Action
Write
- Member
  Required
Action
Write
- Offset
- Limit
Action
Write
- Area ID
- Forum ID
- Order
- Limit
- Offset
Action
Write
- Offset
- Limit
- Include Progress
- Course
  Required
Action
Write
- Member ID
  Required
- Course ID
  Required
Action
Write
- Limit
- Offset
Action
Write
- User Id
  Required
Action
Write
- Member
  Required
- Course
  Required
- Date for access check
Action
Write
- Member
  Required
- Course
  Required
- Module
  Required
Action
Write
- User
  Required
- Bundles
  Required
Action
Write
- User
  Required
- Courses
  Required
Action
Write
- Hub
  Required
- Members
- Groups
- Bundles
Action
Write
- Member
  Required
- Course
  Required
- Modules
- Module for lesson selection
- Lessons
- Reset For Whole Course
Action
Write
- Link URL
  Required
- Users
- Groups
- Title
- Body Text
- Image URL
Action
Write
- Member
  Required
- Popup
  Required
Action
Write
- User
  Required
Action
Write
- First name
- Last name
- Phone
- About
- Position
- City
- Enabled
- User
  Required
- Email
- Locale
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- Include Groups
Action
Search
- Group Name
  Required
- Include Users
Action
Search or write

About LearningSuite

Learningsuite is an E-Learning Plattform

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Related categories

Education

About Wealthbox CRM

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

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Related categories

CRM (Customer Relationship Management)

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