Postscript + Wealthbox CRM

Postscript + Wealthbox CRM integrations

Add new Wealthbox CRM contacts to Postscript as subscribers

Effortlessly maintain your subscriber list by connecting Wealthbox CRM and Postscript. With this workflow, every time a new contact is added in Wealthbox CRM, a subscriber will be created in Postscript in real-time. This automation helps you save time and ensures that you're always reaching out to your latest contacts with targeted messaging.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create SubscriberCreates a new Subscriber. Whenever you are collecting phone numbers to use for marketing purposes, like with Postscript, you need to do so compliantly. Make sure you include TCPA and CTIA-compliant language wherever you collect subscribers from. Please see our guide for more on compliance: https://bit.ly/3IJi77h.
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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.

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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)

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Related Zap Templates

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

Related Zap Templates

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