Mailbox Power + Wealthbox CRM

Create or update contacts in Mailbox Power for new contacts in Wealthbox CRM

Stay in touch with your new contacts effortlessly with this efficient automation. Whenever a new contact is added to your Wealthbox CRM, this workflow updates or creates a new contact in Mailbox Power, ensuring the information across both platforms stays consistent. This streamlines your contact management, saving you time and boosting your efficiency.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update Contact
Adds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing contact.
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
- Address Book GroupRequired
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Polling
Try It
- Contact Group
- First NameRequired
- Last NameRequired
- Company Name
- Street AddressRequired
- Apt / Suite
- CityRequired
- StateRequired
- Postal CodeRequired
- CountryRequired
- Email
- Phone
- Image URL
- Spouse Name
- Pet Name
- Birth Month
- Birth Day
- Anniversary Month
- Anniversary Day
- Merge 1
- Merge 2
- Merge 3
- Merge 4
- Merge 5
- Merge 6
- Merge 7
- Merge 8
- Merge 9
- Merge 10
- Merge 11
- Merge 12
- Merge 13
- Merge 14
- Merge 15
- Merge 16
- Merge 17
- Merge 18
- Merge 19
- Merge 20
- QR Code
- Always Create a New Contact?
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
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
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
Contact Scans QR Code
Triggers when a contact receives one of your mailpieces and scans the Image Auto Merge QR code printed on your mailpiece.
Trigger
Polling
Try It
- Contact IDRequired
Action
Write
- Contact IDRequired
- Group IDRequired
Action
Write