Podium + Wealthbox CRM

Podium + Wealthbox CRM integrations

Create messages in Podium for new contacts in Wealthbox CRM

Effortlessly engage with new contacts in your Wealthbox CRM by sending them a personalized message through Podium. With this workflow, as soon as a new contact is added in Wealthbox CRM, a message will be sent to them using Podium. Strengthen your customer relationships instantly and boost your communication efficiency with this seamless automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send MessageSend a Message.
ActionWrite

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More things you can do with Wealthbox CRM and Podium

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

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
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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
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Refunded Invoice
Triggers when there is a refund on an invoice.
Trigger
Polling
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New Review Invite
Triggers when a new review invite is created.
Trigger
Polling
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- AccountUid
- Messenger Channel
  Required
- Customer Name
  Required
- Invoice Number
- Amount
  Required
- Description
- Location
  Required
- Card Reader
Action
Write
- Data Feed Uid
  Required
- Number of Events
  Required
Action
Write
- Body
  Required
- Messenger Channel
  Required
- Channel Type
  Required
- Contact Name
- Location
  Required
- Sender Name
- Subject
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
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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
- Status
Trigger
Polling
Try It
New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Trigger
Polling
Try It
New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Trigger
Polling
Try It
- Location
  Required
- Invoice Uid
  Required
- Note
  Required
Action
Write
- Data Feed Uid
  Required
- Location
  Required
- Custom
Action
Write
- Location
  Required
- Invoice
  Required
- Note
- Reason
  Required
- Amount
  Required
- Payment Unique Identifer
  Required
Action
Write

About Podium

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

Learn moreLearn moreHelpHelp

Related categories

Communication

About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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