LearnWorlds + Wealthbox CRM

Enroll new Wealthbox CRM contacts as users in LearnWorlds products

Effortlessly enroll new contacts in Wealthbox CRM into LearnWorlds courses with this streamlined workflow. Whenever a new contact is added to Wealthbox CRM, they'll be automatically enrolled in the designated LearnWorlds product, saving you time and ensuring a seamless onboarding experience for your clients. Focus on building relationships and providing top-notch services while this automation takes care of your course enrollment process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
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Enroll User in Product
Gives the user access to a product: a course (paid, private) or bundle. If a user with this email already exists in Learnworlds, this user will be enrolled in the selected product. If not, then a new user will be created and then enrolled in the selected product.
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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
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Instant
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New Event
Triggers when a new event is created.
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Instant
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New Opportunity
Triggers when a new opportunity is created.
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Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
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Instant
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New Workflow
Triggers when a new workflow is created.
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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
New Certificate (Legacy)
Triggers when a user is awarded a certificate.
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Instant
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Course Completed
Triggers when a user completes a course.
Trigger
Instant
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New Lead (Legacy)
Triggers when a new email lead is captured.
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Instant
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- CourseRequired
- Learning ActivityRequired
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Instant
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Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Trigger
Instant
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New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
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Instant
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- TagRequired
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Instant
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User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Trigger
Instant
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New User
Triggers when a new user is registered.
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Instant
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- Full NameRequired
- EmailRequired
- ProductRequired
- Price
- Transaction Id
- Avatar link
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Password
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- Email or IDRequired
Action
Search

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
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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
- AssessmentRequired
Trigger
Instant
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New Certificate
Triggers when a user is awarded a certificate.
Trigger
Instant
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User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Trigger
Instant
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New Lead
Triggers when a new email lead is captured.
Trigger
Instant
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Payment Created
Triggers when a payment transaction for a purchase (including one-off purchase, subscription payment, or installment of a payment plan) is successfully charged. For a subscription or a payment plan, a new transaction is created for every single payment.
Trigger
Instant
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User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Trigger
Instant
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Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
Trigger
Instant
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- SourceRequired
- SurveyRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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New User (Legacy)
Triggers when a new user is registered.
Trigger
Instant
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User Updated
Triggers when a user profile is updated.
Trigger
Instant
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- EmailRequired
- ProductRequired
- Price
- Transaction Id
Action
Write
- Full NameRequired
- EmailRequired
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- First Name
- Last Name
- Password
- ProductRequired
- Price
- Send Welcome Email
- Transaction Id
Action
Write
- EmailRequired
- ProductRequired
- Mark Payment as Refunded
Action
Write

About LearnWorlds

LearnWorlds is a premium learning platform via which you sell online courses under your own website.

Learn more

Related categories

Online Courses

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

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By team

LearnWorlds + Wealthbox CRM

Enroll new Wealthbox CRM contacts as users in LearnWorlds products

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