Wealthbox CRM + Xplor Studio

Wealthbox CRM + Xplor Studio integrations

Create new Xplor Studio members for new Wealthbox CRM contacts

Easily add new contacts from Wealthbox CRM to Xplor Studio as members with this seamless automation. Whenever a new contact is added in Wealthbox CRM, this workflow transfers the relevant information to create a member in Xplor Studio, keeping your records up-to-date and ensuring a smooth onboarding process for new contacts. Save time and effort by streamlining your contact management across platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create MemberCreates a Member in Xplor Studio
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Wealthbox CRM and Xplor Studio

Discover other triggers and actions you can use with Wealthbox CRM and Xplor Studio

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
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
- 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
Appointment Updated
Triggers when a appointment booking is updated.
Trigger
Instant
Try It
Class Updated
Triggers when a class booking is updated.
Trigger
Instant
Try It
Member Membership Cancelled
Triggers when a member membership is manually cancelled by a user.
Trigger
Instant
Try It
Member Created
Triggers when a new member is created.
Trigger
Instant
Try It
Member Package Assigned
Triggers when a member package is assigned/purchased.
Trigger
Instant
Try It
Member Product Assigned
Triggers when a member product is assigned/purchased.
Trigger
Instant
Try It

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
Appointment Created
Triggers when a appointment booking is created.
Trigger
Instant
Try It
Class Created
Triggers when a class booking is created.
Trigger
Instant
Try It
Member Membership Assigned
Triggers when a member membership is assigned/purchased.
Trigger
Instant
Try It
Member Membership Ended
Triggers when a member membership ends due to the expiration date.
Trigger
Instant
Try It
Member Updated
Triggers when a member is updated.
Trigger
Instant
Try It
Member Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
Try It
- First name
  Required
- Last name
  Required
- Email
- Mobile
- Other number
- Birthday
- Important notes
- Emergency contact
- Business name
- Gender
- Occupation
- Goals
- Injuries
- Medical conditions
- Nutrition
- Plan
- Address
- City
- State/Province
- Zip/Postal code
- Status
Action
Write

About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Xplor Studio

Xplor Studio is a studio management platform with all the tools to make life easier, discover new revenue streams, and build unique fitness experiences from anywhere.

HelpHelp

Related categories

Scheduling & Booking