Twilio + Wealthbox CRM

Create Wealthbox CRM notes from new Twilio sms messages

Stay on top of your client communication by instantly turning new incoming SMS messages in your Twilio account into detailed notes in Wealthbox CRM. With this workflow, whenever you receive a new SMS in Twilio, a note will be created for the corresponding contact in Wealthbox CRM, ensuring you keep track of all important messages and have easy access to the information when needed. Enhance your customer relationship management effortlessly with this seamless automation.

When this happens...
New SMS
Triggers when an SMS is sent to your Twilio number.
TriggerPolling
automatically do this!
Create Note
Creates a new note.
ActionWrite

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Supported triggers and actions

New Phone Number
Triggers when you add a new phone number.
Trigger
Polling
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New Recording
Triggers when a new recording is available on your account.
Trigger
Polling
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New Transcription
Triggers when a new transcription is available on your account.
Trigger
Polling
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- From NumberRequired
- To NumberRequired
- MessageRequired
- Voice
- Language
- Send Digits
Action
Write
- From NumberRequired
- Alphanumeric Sender ID
- To NumberRequired
- MessageRequired
- Media Url
- Send Large Messages?
Action
Write

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

- Instructions Copy
Trigger
Instant
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- To NumberRequired
- Apply US Prefix
Trigger
Polling
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- To NumberRequired
Trigger
Polling
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- Help Text
- From NumberRequired
- Alphanumeric Sender ID
- To NumberRequired
- MessageRequired
- Media Url
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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