Creates a new contact.

Creates a new project.

Creates a new household.

Updates an existing contact.

Find or Create a Contact

Triggers when a postcard, letter, notecard, or giftcard is delivered to a recipient.

Triggers when a QR Code on a postcard, letter, or notecard is scanned. This will also trigger when a giftcard is redeemed.

Immediately sends a 6x11 postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a Windowed Letter. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a 6x9 Postcard w/ Business Card Magnet. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Sends a notecard to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Sends a postcard to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Sends a windowless letter to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Lookup recipient's street address using email address. This only returns the street address - it does not add to a mailing list. To add to a mailing list, use the "Add Recipient" Action.

Adds a new family member to a household.

Creates a new event.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find a contact.

Get details of past order by ID.

Triggers when a Recipient is added to one of your mailing lists via the API, Zapier, landing pages, retargeting, or card builder manual add.

Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.

Sends a giftcard to a customer using the provided template ID or a body, as well as contact and address information.

Sends a letter to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Immediately sends a Notecard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a Windowless Letter. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Deletes a Recipient from Mailing List.