Memberstack + Wealthbox CRM

Update Memberstack members when new contacts are added in Wealthbox CRM

Effortlessly keep your Wealthbox CRM and Memberstack apps up to date with this efficient workflow. Whenever a new contact is created in Wealthbox CRM, their information will be instantly used to update a member in Memberstack. Save time and eliminate manual data entry by streamlining your contact and member management process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Update Member
Updates a member.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
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
New Member
Triggers when a new member is created.
Trigger
Instant
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Member's Plan Canceled
Triggers when a member's plan is canceled.
Trigger
Instant
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Member's Plan Updated
Triggers when a member's plan is updated. Any time the status of the plan updates or payment period updates (e.g. when a subscription renews, if the billing period is edited in the Stripe dashboard, etc.).
Trigger
Instant
Try It
- MemberRequired
- PlanRequired
Action
Write
- MemberRequired
- Delete Stripe Customer
- Cancel Stripe Subscriptions
Action
Write
- MemberRequired
- Login Redirect
- Metadata
- Verified
- Member JSON
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- 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
Member Deleted
Triggers when a member is deleted.
Trigger
Instant
Try It
Member's Plan Added
Triggers when a plan is added to a member. Memberstack allows member's to have multiple plans, and this trigger fires each time a plan is added to a member.
Trigger
Instant
Try It
Member Updated
Triggers when a member’s email, custom fields, or metadata are updated. Does not fire on password change.
Trigger
Instant
Try It
- Email AddressRequired
- PlanRequired
- Password
- Login Redirect
- Metadata
- Member JSON
Action
Write
- MemberRequired
- PlanRequired
Action
Write
- MemberRequired
Action
Search

About Memberstack

Simple Auth & Payments for Webflow Developers.

Learn more

Related categories

Developer Tools

About Wealthbox CRM

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

Learn more

Related categories

CRM (Customer Relationship Management)

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Memberstack + Wealthbox CRM

Update Memberstack members when new contacts are added in Wealthbox CRM

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Member

Member's Plan Canceled

Member's Plan Updated

Add Free Plan to Member

Delete Member

Update Member

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

Member Deleted

Member's Plan Added

Member Updated

Create Member

Remove Free Plan From Member

Find Member

About Memberstack

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Forms