Wealthbox CRM + ZenDirect

Wealthbox CRM + ZenDirect integrations

Create and send cards or mailers in ZenDirect when new contacts are added in Wealthbox CRM

Streamline your client onboarding process with this workflow that connects Wealthbox CRM and ZenDirect. Every time you add a new contact in Wealthbox CRM, a card or mailer will be sent to them through ZenDirect. This automation not only saves time but also ensures a consistent and personalized experience for your new clients.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send Card or MailerSends personalized greeting cards, postcards or other mailers with optional gifts.
ActionWrite

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More things you can do with Wealthbox CRM and ZenDirect

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

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
- 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
- ZenDirect Projects
  Required
- Ship Method
  Required
- ZenDirect Gifts
- Scheduled Date
- ZenDirect Contact ID
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Recipient Title
- Recipient Street
- Recipient Street 2
- Recipient City
- Recipient State
- Recipient Postal Code
- Recipient Country
- Recipient Email
- Recipient Mobile Phone
- Sender First Name
- Sender Last Name
- Sender Company
- Sender Title
- Sender Street
- Sender Street2
- Sender City
- Sender State
- Sender PostalCode
- Sender Country
- Custom Variable 1
- Custom Variable 2
- Custom Variable 3
- Custom Variable 4
- Custom Variable 5
- Custom Variable 6
- Custom Variable 7
- Custom Variable 8
- Custom Variable 9
- Custom Variable 10
- Message
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
Try It
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
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
- First Name
  Required
- Last Name
  Required
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
  Required
- Company
- Title
- Street 2
- Email
- Mobile Phone
- Birthdate
- Spouse Name
- Spouse Birthdate
- Anniversary
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Message
- Contact Group
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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About ZenDirect

Build better relationships with your clients, employees and prospects. Our service lets you easily personalize, print and send "handwritten" cards, physical mailers and gifts.

HelpHelp

Related categories

Printing