mailXpert + Wealthbox CRM

Add new Wealthbox CRM contacts to mailXpert for seamless contact management

Effortlessly maintain your contact lists with this seamless workflow between Wealthbox CRM and mailXpert. When a new contact is added to Wealthbox CRM, the contact information is instantly transferred and updated in mailXpert. Stay organized and ensure your contact lists are always up-to-date with this time-saving automation that takes care of the manual work for you.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create (And Subscribe)/Update a Contact
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact with being subscribed (no double opt in) will be created in the selected contact list.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
Contact Unsubscribed
Triggers when a contact is unsubscribed.
Trigger
Polling
Try It
Email Link Opened
Triggers when an link is opened.
Trigger
Polling
Try It
- E-MailRequired
Action
Write
- E-MailRequired
Action
Write
- E-MailRequired
- First Name
- Last Name
- Language
- Polite form
- Title
- Company
- Address
- Address 2
- Address 2
- Zip code
- City
- Country
- Phone
- Birthday
Action
Write
- E-MailRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
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
- 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 Created/Updated
Triggers when a new contact is created or updated.
Trigger
Polling
Try It
Email Opened
Triggers when an email is opened.
Trigger
Polling
Try It
- E-MailRequired
Action
Write
- E-MailRequired
- First Name
- Last Name
- Language
- Polite form
- Title
- Company
- Address
- Address 2
- Address 2
- Zip code
- City
- Country
- Phone
- Birthday
Action
Write
- E-MailRequired
- First Name
- Last Name
- Language
- Polite form
- Title
- Company
- Address
- Address 2
- Address 2
- Zip code
- City
- Country
- Phone
- Birthday
Action
Write

About mailXpert

mailXpert is a leading E-Mail-Marketing Solution based in Switzerland.

Related categories

Email Newsletters

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

mailXpert + Wealthbox CRM

Add new Wealthbox CRM contacts to mailXpert for seamless contact management

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Contact Unsubscribed

Email Link Opened

Add Contact to an Automation Flow

Unsubscribe a Contact

Create (Double-Opt-In)/Update a Contact

Find a Contact

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

Contact Created/Updated

Email Opened

Subscribe a Contact

Create (And Subscribe)/Update a Contact

Create/Update a Contact and Add It to a Flow

About mailXpert

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces