Uteach + Wealthbox CRM

Add new Wealthbox CRM contacts as students in Uteach instantly

Effortlessly transfer new contacts from Wealthbox CRM to Uteach to streamline your client onboarding process. With this seamless workflow, every time a new contact is added in Wealthbox CRM, a student profile will be created in Uteach, saving you time and ensuring accurate data transfer. Keep your contact and student information organized and up-to-date across platforms with this convenient automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Student
Creates a Student
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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
Coach Access Removed
Triggers when access to a coach is removed.
Trigger
Instant
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Course Completed
Triggers when the student completed a course.
Trigger
Instant
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Live Lesson Access Removed
Triggers when access to a live lesson is removed.
Trigger
Instant
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New Bundle Enrollment
Triggers when a new bundle is enrolled.
Trigger
Instant
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New Course Enrollment
Triggers when a new course is enrolled.
Trigger
Instant
Try It
New Membership Enrollment
Triggers when a new membership is enrolled.
Trigger
Instant
Try It
New Student
Triggers when a new student is registered.
Trigger
Instant
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Quiz Submitted
Triggers when a new quiz is submitted.
Trigger
Instant
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- Student EmailRequired
- Coach SlugRequired
- Type
Action
Write
- Student EmailRequired
- Live Lesson SlugRequired
Action
Write
- Student EmailRequired
- Product IdRequired
- Type
Action
Write
- Bundle Id
- Bundle Slug
Action
Search
- Course Id
- Course Slug
Action
Search
- Membership IdRequired
Action
Search
- User Id
- User Email
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
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
Bundle Access Removed
Triggers when access to a bundle is removed.
Trigger
Instant
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Course Access Removed
Triggers when access to a course is removed.
Trigger
Instant
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Form Submitted
Triggers when a new form is submitted.
Trigger
Instant
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Membership Access Removed
Triggers when access to a membership is removed.
Trigger
Instant
Try It
New Coach Enrollment
Triggers when a new coach is enrolled.
Trigger
Instant
Try It
New Live Lesson Enrollment
Triggers when a new live lesson is enrolled.
Trigger
Instant
Try It
New Product Enrollment
Triggers when a new product is enrolled.
Trigger
Instant
Try It
Product Access Removed
Triggers when access to a product is removed.
Trigger
Instant
Try It
- Student EmailRequired
- Bundle SlugRequired
- Type
Action
Write
- Student EmailRequired
- Course SlugRequired
- Type
Action
Write
- Student EmailRequired
- Membership IdRequired
- Type
Action
Write
- Student NameRequired
- Student EmailRequired
Action
Write
- Coach Id
- Coach Slug
Action
Search
- Live Lesson Id
- Live Lesson Slug
Action
Search
- Product IdRequired
Action
Search

About Uteach

Uteach is a platform to create professional websites with e-learning automation tools within minutes. Uteach allows users to create a website, sell video courses, webinars, live lessons, organize exams, and give online certificates.

Help

Related categories

Website & App Building

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

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By team

Uteach + Wealthbox CRM

Add new Wealthbox CRM contacts as students in Uteach instantly

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