OneSignal + Wealthbox CRM

Create and send advanced notifications for new Wealthbox CRM contacts with OneSignal

Stay up-to-date with your latest contacts by instantly sending notifications using this automation. With this workflow, whenever a new contact is added to Wealthbox CRM, an advanced push notification will be sent through OneSignal. Improve engagement with your prospects and never miss a beat when reaching out to new connections.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Send Advanced Push Notification
Sends a new push notification to one or more devices with advanced settings.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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
- Notification ContentRequired
- Title
- Send Time
- Open URL
Action
Write

New Contact
Triggers when a new contact is created.
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
Try It
- 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 Notification Created
Triggers when you have one or more new notifications created.
Trigger
Scheduled
Try It
- Content by Language
- Heading by Language
- Subtitle by Language
- Template ID
- iOS Content Available
- iOS Mutable Content
- Filters
- Segment Names to Send ToRequired
- Segment Names of Excluded Users
- Player (User) IDs to Send To
- IOS Device Tokens to Send To
- Android Reg IDs to Send To
- Amazon Reg IDs to Send To
- Windows Phone 8.0 URIs to Target
- Windows Phone 8.1 URIs to Target
- Send to IOS
- Send to Android
- Send to Windows Phone 8.0
- Send to Windows Phone 8.1
- Send to Amazon Kindle Devices
- Send to Chrome Web Push Devices
- Send to Firefox Web Push Devices
- Send to Safari on Mac OS X
- Send to All Supported Browsers
- Send to Chrome App or Extension
- Custom Data
- Browser URL to Open
- iOS Media Attachments
- Android Big Picture
- Amazon Big Picture
- Chrome Extensions Big Picture
- Native App Buttons
- Web Push Buttons
- Custom iOS Buttons (Ios_category
- Android Background Layout
- Android Small Icon
- Android Large Icon
- Amazon Small Icon
- Amazon Large Icon
- Web Push Icon
- Chrome Web Image
- IOS Sound
- Android Sound
- Amazon Sound
- Windows Phone 8.0 Sound
- Windows 8.1 Sound
- Android LED Color
- Android Accent Color
- Android Visibility
- IOS Badge Actions
- IOS Badge Count
- Notification Replacement Key
- Android Grouping String
- Android Grouping Stacked Message
- Amazon Grouping String
- Amazon Grouping Stacked Message
- Send After
- Scheduling Per-User Delay Option
- Time of Day to Deliver
- Notification Time to Live
- Message Priority
Action
Write

About OneSignal

OneSignal is a simple and smart service that send push notifications across all platforms. OneSignal features reliable delivery of millions of notifications, segmentation and targeting, automated delivery, localization, support for all major app development tools, and real time analytics.

Learn more

Related categories

Notifications

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

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By team

OneSignal + Wealthbox CRM

Create and send advanced notifications for new Wealthbox CRM contacts with OneSignal

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