Kixie + Wealthbox CRM

Add new Wealthbox CRM contacts to Kixie cadences automatically

Easily manage and engage new leads with this efficient automation. When a new contact is added to Wealthbox CRM, they will be seamlessly enrolled in a cadence within the Kixie app. Stay organized and maintain consistent communication with your prospects without any manual effort, streamlining your sales process and saving time.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add to Cadence
Inserts the contact into the selected Kixie Cadence
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
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
- 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
- Powerlist IDRequired
- Phone Number
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 5
- First Name
- Last Name
- Email
- Title
- Company Name
- Next Call Refresher
- Duplicate HandlingRequired
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
Action
Write
- Target Phone NumberRequired
- Cadence IDRequired
- Display Name
Action
Write
- Target Phone NumberRequired
- Cadence IDRequired
Action
Write
- Phone NumberRequired
Action
Write
- Team SMS IDRequired
- Kixie Team SMS Phone Number
- Target Phone NumberRequired
- SMS MessageRequired
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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- 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
- Sender Email AddressRequired
- Phone NumberRequired
- SMS MessageRequired
- Country Code
- More Information
Action
Write
- User Email AddressRequired
- Target Phone NumberRequired
- Action Display Name
- Action TypeRequired
- Queue ID
- More Information
Action
Write
- User Email AddressRequired
- Target Phone NumberRequired
- Queue IDRequired
Action
Write
- Phone NumberRequired
- Powerlist IDRequired
Action
Write