Wealthbox CRM + Yobi

Wealthbox CRM + Yobi integrations

Create and send sms messages in Yobi for new Wealthbox CRM contacts

Stay connected with your clients quickly and efficiently with this Wealthbox CRM and Yobi automation. Whenever a new contact is added to Wealthbox CRM, this workflow will send an SMS through Yobi, ensuring you maintain strong communication with your growing contact list. Streamline your outreach process and enhance client relationships with this easy-to-implement solution.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
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Send SMSsend sms from yobi
ActionWrite

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More things you can do with Wealthbox CRM and Yobi

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

New Comment
Triggers when a new comment is created.
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Instant
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- Plan Limitation
Trigger
Instant
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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
- 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
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- yobi_phone_number
  Required
Trigger
Polling
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- Yobi phone
  Required
Trigger
Polling
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Retrieve Created Pipeline
Retrieve all the created pipeline on yobi
Trigger
Polling
Try It
Retrieve Updated Pipeline
Retrieve all the updated pipelines on yobi
Trigger
Polling
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Yobi New Contact Created
Triggers when a new contact is created on Yobi.
Trigger
Polling
Try It
- relationship type
  Required
- Company ID
  Required
- Contact ID
  Required
Action
Write
- Company Name
  Required
- Company Phone
  Required
- Company Email
- Company Type
- Company Website
- Company Address
- Address City
- Address State
- Address Postal Code
- Address Country
  Required
- Social Facebook
- Social Twitter
- Social instagram
- Social Linkedin
Action
Write
- Name
  Required
- Description
- Amount
- Close Date
- Priority
  Required
- Pipeline ID
- Stage ID
Action
Write
- Contact Id
- Channel Id
- Inbox Id
- Note content
  Required
Action
Write
- Pipeline Identifier
  Required
Action
Write
- to number
  Required
- sms body
  Required
- your Yobi number
  Required
Action
Write
- Name
- Description
- Name
- Description
- Order
- Stage ID
- Pipeline ID
  Required
Action
Write

New Contact
Triggers when a new contact 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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- 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
- 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
- yobi phone number
  Required
Trigger
Polling
Try It
Retrieve Created Deal
Retrieve all the created deals on yobi
Trigger
Polling
Try It
Retrieve Updated Deal
Retrieve all the updated deals on yobi
Trigger
Polling
Try It
Retrieve Updated Task
Retrieve all the updated tasks on yobi
Trigger
Polling
Try It
- type of task
  Required
- status
  Required
Trigger
Polling
Try It
- your Yobi number
  Required
- identifier
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
Action
Write
- Task Title
  Required
- Description
  Required
- Assigned to
  Required
- Contact ID
- Channel ID
Action
Write
Retrieve Pipelines
Retrieve all the crm pipelines created
Action
Write
- Page Start
- Page Size
- Phone Number
- Email
- Given Name
- Family Name
Action
Write
- Name
  Required
- Description
- Amount
- Close Date
- Priority
  Required
- Deal ID
  Required
- Contact ID
- Company ID
- Pipeline ID
- Stage ID
Action
Write

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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About Yobi

With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.

HelpHelp

Related categories

App Builder

Similar apps

Zapier Forms

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