Handwrytten + Wealthbox CRM

Send new contacts in Wealthbox CRM Handwrytten notes

Great first impressions are made with Handwrytten notes. Whether you're trying to finalize a deal or welcoming a new client to the company, nothing is more personal than pen and ink. Let us save you time and still allow you to send the right message using this automation. Simply connect your Wealthbox CRM and Handwrytten accounts through Zapier, then you're on your way to relationship building at lightning speed!

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Send Card
Sends a card to a new recipient. All information is provided (i.e., you do not use address objects to build up the record.).
ActionWrite

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Start free with email

Start free with Google

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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
Empty Basket
Clears your basket.
Action
Write
- Order IDRequired
- Succeed On Not Found
Action
Write
- CampaignRequired
- Contact IDRequired
Action
Write
- First NameRequired
- Last Name
- Business Name
- Address Line 1Required
- Address Line 2
- CityRequired
- State or Province
- Postal Code
- CountryRequired
- Birthday
- Allow Unverified AddressesRequired
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address 1Required
- Recipient Address 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Sign Off
- Gift Card Denomination
- Custom Insert
- Send DateRequired
- Webhook URL
- Credit Card
Action
Write
- Image TypeRequired
- ImageRequired
Action
Write
- First NameRequired
- Last Name
- Business Name
- Address Line 1Required
- Address Line 2
- CityRequired
- State or Province
- Postal Code
- CountryRequired
- Birthday
- Allow Unverified AddressesRequired
Action
Search or 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
Address List
Triggers when Recipient Addresses are needed.
Trigger
Scheduled
Try It
- Credit Card
Action
Write
- Card NameRequired
- Cover Image
- Header Type
- Footer Type
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Body Signature ID
- Sign Off
- Wishes Signature ID
- Gift Card Denomination
- Custom Insert
- Delivery Confirmation
- Webhook URL
Action
Write
- Address IDRequired
- First Name
- Last Name
- Business Name
- Address Line 1
- Address Line 2
- City
- State or Province
- Postal Code
- Country
- Birthday
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address 1Required
- Recipient Address 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Sign Off
- Gift Card Denomination
- Custom Insert
- Delivery Confirmation
- Webhook URL
- Credit Card
Action
Write
- First NameRequired
- Last Name
Action
Search

About Handwrytten

Handwrytten is a way to automatically send real cards and notes written in pen and ink.

Learn more

Related categories

Customer Appreciation

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

Handwrytten + Wealthbox CRM

Send new contacts in Wealthbox CRM Handwrytten notes

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