Wealthbox CRM + Pluvo

Pluvo + Wealthbox CRM integrations

Update Pluvo users when new contacts are added in Wealthbox CRM

Effortlessly keep your Wealthbox CRM contacts up to date in your Pluvo app with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will update the corresponding user in Pluvo, ensuring your information stays accurate and consistent across both platforms. Save time and eliminate manual data entry with this efficient contact management solution.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Update UserTriggers when a user is updated.
ActionWrite

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More things you can do with Wealthbox CRM and Pluvo

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

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
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Module Group Unlocked
Triggers when a module group in a learning journey is unlocked
Trigger
Instant
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Create Group
Triggers when a group is created.
Trigger
Instant
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Update Group
Triggers when a group is updated.
Trigger
Instant
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Delete E-Learning
Triggers when e-learning is deleted.
Trigger
Instant
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Create User
Triggers when a user is created.
Trigger
Instant
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Update User
Triggers when a user is updated.
Trigger
Instant
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- User Reference
  Required
- Group reference
  Required
Action
Write
- User reference
  Required
- E-Learning reference
  Required
- Send invite
Action
Write
- E-Learning update
- E-Learning reference
  Required
- Title
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Write
- Group reference
  Required
Action
Search
- E-Learning reference
  Required
Action
Search
- Group reference
  Required
- Name
  Required
- Enable Chat
Action
Search or write
- User reference
  Required
- Name
  Required
- Email
  Required
- Active
- Send invite
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
- 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
Module Group File Uploaded
Triggers when a file is uploaded in a learning journey
Trigger
Instant
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Delete Group
Triggers when a group is deleted.
Trigger
Instant
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Create E-Learning
Triggers when e-learning is created.
Trigger
Instant
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Update E-Learning
Triggers when e-learning is updated.
Trigger
Instant
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Delete User
Triggers when a user is deleted.
Trigger
Instant
Try It
- User Reference
  Required
- Group reference
  Required
Action
Write
- Group update
- Group reference
  Required
- Name
- Enable Chat
Action
Write
- User reference
  Required
- E-Learning reference
  Required
Action
Write
- User update
- User reference
  Required
- Name
- Email
- Active
Action
Write
- Progress search
- Since
- User reference
Action
Search
- User reference
  Required
Action
Search
- E-Learning reference
  Required
- Title
  Required
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Search or write

About Pluvo

Pluvo is an all-in-one learning platform that lets you create beautiful online courses that leave an unforgettable impression. For every budget and every learning challenge.

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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.

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Related categories

CRM (Customer Relationship Management)

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