SOLAPI + Wealthbox CRM

SOLAPI + Wealthbox CRM integrations

Send kakao messages for new Wealthbox CRM contacts using SOLAPI

Stay connected with your new contacts by sending personalized Kakao messages whenever a new contact is added in Wealthbox CRM. This automation will streamline communication between you and your contacts, allowing you to focus on building relationships. With this workflow in place, you can efficiently reach out to new clients, prospects, or business partners directly through Kakao as soon as they're added to your CRM.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
[Messaging] Send Kakao AlimTalkSend a Kakao AlimTalk BusinessMessage. "AilmTalk Template" registration is required before sending. | 카카오 알림톡 메시지를 발송합니다. 알림톡 템플릿 사전등록이 필요합니다.
ActionWrite

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More things you can do with Wealthbox CRM and SOLAPI

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

New Comment
Triggers when a new comment is created.
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- Plan Limitation
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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
- 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
- Result | 메시지 결과
  Required
- MessageType | 특정 메시지 종류와 일치
- From | 특정 발신번호 (숫자만)
- To | 특정 수신번호 (숫자만)
- Kakao Channel ID | 특정 카카오 채널 ID
- Kakao Template ID | 특정 알림톡 템플릿 ID
Trigger
Instant
Try It
- CRM Entity | CRM 개체
  Required
- Event Type (Optional) | 이벤트 유형 (선택)
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Event Type (Optional) | 이벤트 유형 (선택)
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
Trigger
Polling
Try It
- Address Book Folder ID | 주소록 폴더 ID
  Required
- Phone Number | 추가할 전화번호
  Required
- Name | 이름
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Event Type | 이벤트 유형
  Required
- Category | 카테고리
- Label | 라벨
- Value | 값
- Occurred At | 발생 시각
- Custom Properties (JSON) | 사용자 정의 속성 (JSON)
Action
Write
- CRM Entity | CRM 개체
  Required
- Record Name | 레코드 이름
  Required
- Tags | 태그
- Owner | 담당자
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
- Event Type (Optional) | 이벤트 유형 (선택)
Action
Write
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)
  Required
- Brand Message Template ID | 브랜드 메시지 템플릿 ID
  Required
- Recipient number | 수신번호
  Required
- Country code | 수신자 국가코드
- Targeting | 타겟팅
  Required
Action
Write
- RCS Brand | RCS 브랜드
  Required
- RCS Template | RCS 템플릿
  Required
- Recipient number | 수신번호
  Required
- Sender number | 발신번호
  Required
- Country code | 수신자 국가코드
Action
Write
- Request URL
  Required
- HTTP Request Method
  Required
- Body Parameters (JSON Format String)
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Property | 속성
  Required
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
Try It
- 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
[Messaging] New Group Report
After requesting to send the message, all processing of the message group is complete. | 메시지 그룹 내 모든 메시지들의 처리가 완료되었을 때 실행됩니다.
Trigger
Instant
Try It
- Commerce Hook | 커머스 자동화
  Required
Trigger
Instant
Try It
- CRM Entity | CRM 개체
  Required
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Event Type (Optional) | 이벤트 유형 (선택)
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
Trigger
Polling
Try It
- Activity Type | 활동 유형
  Required
- Subject | 제목
  Required
- Description | 설명
- Scheduled Date | 일정 날짜
  Required
- Due Date | 마감일
- Duration (minutes) | 소요 시간 (분)
- Assigned Member | 담당자
- CRM Entity | CRM 개체 (선택)
Action
Write
- Default Entity | 기본 개체
- Default Record | 기본 레코드
- Events (JSON Array) | 이벤트 목록 (JSON 배열)
  Required
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Activity Type | 활동 유형
  Required
- Subject | 제목
  Required
- Description | 설명
- Scheduled Date | 일정 날짜
- Due Date | 마감일
- Duration (minutes) | 소요 시간 (분)
- Assigned Member | 담당자
Action
Write
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)
  Required
- Kakao Template ID | 알림톡 템플릿 ID
  Required
- Recipient number | 수신번호
  Required
- Country code | 수신자 국가코드
- Sender number | 문자 대체발송 발신번호
Action
Write
- Recipient number | 수신번호
  Required
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)
  Required
- Contents | 브랜드 메시지 내용
  Required
- Sender number | 문자 대체발송 발신번호
- Country Code | 수신자 국가코드
- AD | 광고 여부
- Image ID | 이미지 ID
- Buttons | 브랜드 메시지 버튼
Action
Write
- Recipient number | 수신번호
  Required
- Sender number | 발신번호
  Required
- Contents | 문자 내용
  Required
- Subject | 문자 제목 (입력 시 LMS로 발송)
- MMS Image ID | MMS 이미지 ID
- Splitting when over max contents length | 최대 길이 초과 시 나누어 보내기
- Country Code | 수신자 국가코드
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Record Name | 레코드 이름
- Tags | 태그
- Owner | 담당자
Action
Write

About SOLAPI

SOLAPI app for sending text messages with KakaoTalk.

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)

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