TextSanity + Wealthbox CRM

TextSanity + Wealthbox CRM integrations

Initiate TextSanity keywords for new Wealthbox CRM contacts

Easily connect Wealthbox CRM and TextSanity with this workflow to streamline your client engagement process. When a new contact is added in Wealthbox CRM, the automation initiates a keyword action in TextSanity, ensuring your marketing and communication efforts stay consistent and targeted. Save time and enhance your customer relationship management with this efficient automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Initiate KeywordInitiates a specific keyword campaign that is already defined in your TextSanity account.
ActionWrite

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More things you can do with Wealthbox CRM and TextSanity

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

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
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
- Keyword
  Required
Trigger
Polling
Try It
- Phone Number
- Combined Name
- First Name
- Last Name
- Email
- Birthday
- Notes
- Tags
Action
Write
- Phone Number
  Required
- Message To Send
  Required
- Combined Name
- First Name
- Last Name
- Email
- Birthday
- Notes
- Tags
Action
Write
- Phone Number
  Required
- Opt-in Message
- Combined Name
- FIrst Name
- Last Name
- Email
- Birthday
- Notes
- Tags
- Drip Campaigns
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
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
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
- 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
- Filter Contacts By Tags
Trigger
Polling
Try It
- Phone
  Required
- Keyword
  Required
Action
Write
- Phone Number
  Required
- Message To Send
  Required
- Date To Send Message
  Required
- Time To Send Message
  Required
- Combined Name
- FIrst Name
- Last Name
- Email
- Birthday
- Notes
- Tags
Action
Write

About TextSanity

Connect TextSanity with apps you use everyday. Integrate with 3,000 apps on Zapier - it's the easiest way to automate your text marketing.

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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.

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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 TextSanity as contacts

Related Zap Templates

Add new Wealthbox CRM contacts to TextSanity as contacts