Twilio + Wealthbox CRM

Twilio + Wealthbox CRM integrations

Create Wealthbox CRM notes from new Twilio sms messages

Stay on top of your client communication by instantly turning new incoming SMS messages in your Twilio account into detailed notes in Wealthbox CRM. With this workflow, whenever you receive a new SMS in Twilio, a note will be created for the corresponding contact in Wealthbox CRM, ensuring you keep track of all important messages and have easy access to the information when needed. Enhance your customer relationship management effortlessly with this seamless automation.

When this happens...
New SMSTriggers when an SMS is sent to your Twilio number.
TriggerPolling
automatically do this!
Create NoteCreates a new note.
ActionWrite

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More things you can do with Twilio and Wealthbox CRM

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

New Phone Number
Triggers when you add a new phone number.
Trigger
Polling
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New Recording
Triggers when a new recording is available on your account.
Trigger
Polling
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New Transcription
Triggers when a new transcription is available on your account.
Trigger
Polling
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- From Number
  Required
- To_number
  Required
- Message
  Required
- Voice
- Language
- Send Digits
Action
Write
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
- Send Large Messages?
Action
Write

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- 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
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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

- Instructions_copy
Trigger
Instant
Try It
- To Number
  Required
- Apply US Prefix
Trigger
Polling
Try It
- To Number
  Required
Trigger
Polling
Try It
- Help Text
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
Action
Search

About Twilio

An easy tool for developers to send and receive SMS and voice calls.

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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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CRM (Customer Relationship Management)

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