thanks.io + Wealthbox CRM

Create new recipients in thanks.io for new contacts in Wealthbox CRM

Effortlessly thank your new Wealthbox CRM contacts by sending them a personalized postcard from thanks.io. With this workflow, whenever you add a new contact in Wealthbox CRM, they'll be automatically added as a recipient in thanks.io. Strengthen your client relationships by showing appreciation through a seamless, time-saving process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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

- 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
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Giftcard Amount in Cents
- Giftcard Brand
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Envelope
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Field #1
- Custom Field #2
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image
- Custom Field #1
- Custom Field #2
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write

New Contact
Triggers when a new contact is created.
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
- 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
- Order IDRequired
Trigger
Scheduled
Try It
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Mailing ListRequired
- Recipient Full Name
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Street or Complete AddressRequired
- Address Line 2
- City
- State / Province
- Postal Code
- Country Code
- Birthday
- Email
- Phone
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Mailing ListRequired
- Street AddressRequired
- State / Province
- Address Line 2
- City
- Postal CodeRequired
- Country Code
- Email
Action
Write

About thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

Learn more

Related categories

Printing

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

thanks.io + Wealthbox CRM

Create new recipients in thanks.io for new contacts in Wealthbox CRM

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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