Postscript + Wealthbox CRM

Postscript + Wealthbox CRM integrations

Create messages in Postscript when new contacts are added to Wealthbox CRM

Stay connected with your clients by instantly sending tailored SMS messages via Postscript when a new contact is added to your Wealthbox CRM. This seamless workflow ensures that your clients receive a warm welcome and essential information right from the start, enhancing their experience with your business and saving you time on manual messaging.

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

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More things you can do with Wealthbox CRM and Postscript

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

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
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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
New Message
Triggers when a new message is sent to a shop.
Trigger
Instant
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Subscriber Opted In
Triggers when a new subscriber for a shop opts in.
Trigger
Instant
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- Event Name
  Required
- Subscriber ID
- Phone Number
- Email
- External ID
- Properties
Action
Write
- Phone Number
  Required
- Message Body
  Required
Action
Write
- Phone Number
- Shopify Customer ID
Action
Search

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
Shop Email Collected
Triggers when a new email is collected by a shop.
Trigger
Instant
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Subscriber Opted Out
Triggers when a shop's subscriber opts out of text messages.
Trigger
Instant
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- Phone Number
  Required
- Keyword
  Required
- Origin
  Required
- Shopify Customer ID
- Email
- Tags
- Custom Properties
Action
Write
- Subscriber ID
  Required
- Email
- Tags
- Custom Properties
Action
Write

About Postscript

Postscript is a platform for SMS marketing for Shopify stores.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Wealthbox CRM contacts to Postscript as subscribers

Related Zap Templates

Add new Wealthbox CRM contacts to Postscript as subscribers