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How Zapier works
Zapier makes it easy to integrate CRM Messaging with Wealthbox CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Incoming Message" from CRM Messaging.
Add your action
An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.
You’re connected!
Zapier seamlessly connects CRM Messaging and Wealthbox CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Incoming Message
Triggers when a new message is received
Try ItTriggerPolling - To Phone numberRequired
- Message BodyRequired
- Media Link
ActionWrite- PhoneRequired
- Message BodyRequired
- Template Unique NameRequired
- Media Link
- Language Locale
- Dynamic link
ActionWrite- New Comment
Triggers when a new comment is created.
Try ItTriggerInstant
- (Global) New Incoming Message
Triggers when a new message is received
Try ItTriggerPolling - To Phone numberRequired
- Message BodyRequired
- Media Link
ActionWrite- PhoneRequired
- Message BodyRequired
- Media Link
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant
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