Textedly + Wealthbox CRM

Add new Textedly subscribers from new Wealthbox CRM contacts

Effortlessly connect your Wealthbox CRM with Textedly using this seamless workflow. When you create a new contact in Wealthbox CRM, this automation will instantly add them as a new subscriber in Textedly. That way, you can easily manage your subscribers and keep them in the loop with SMS updates without any manual intervention, saving time and ensuring accuracy.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add New Subscriber
Adds a new Subscriber inside your Textedly account
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
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
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Subscriber Unsubscribed From Keyword
Triggers when an existing subscriber unsubscribes from a Keyword.
Trigger
Instant
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New Subscriber to Keyword
Triggers when a new phone number subscribes to a Keyword.
Trigger
Instant
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- Phone NumberRequired
- KeywordRequired
Action
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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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- 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
New Incoming Reply
Triggers when a new incoming reply comes in from a subscriber.
Trigger
Instant
Try It
- Phone NumberRequired
- KeywordRequired
- First name
- Last Name
- Email
Action
Write
- PhoneRequired
- KeywordRequired
- First Name
- Last Name
- Email
- Company Name
- Birth Date
- Ignore empty valuesRequired
Action
Write

About Textedly

Textedly is a SMS and MMS text messaging platform serving thousands of companies. Textedly is the easiest way to instantly send 10 or 100,000 bulk SMS and MMS mobile text messages.

Learn more