Wealthbox CRM + Xplor Studio

Create new Xplor Studio members for new Wealthbox CRM contacts

Easily add new contacts from Wealthbox CRM to Xplor Studio as members with this seamless automation. Whenever a new contact is added in Wealthbox CRM, this workflow transfers the relevant information to create a member in Xplor Studio, keeping your records up-to-date and ensuring a smooth onboarding process for new contacts. Save time and effort by streamlining your contact management across platforms.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Member
Creates a Member in Xplor Studio
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
Appointment Created
Triggers when a appointment booking is created.
Trigger
Instant
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Class Created
Triggers when a class booking is created.
Trigger
Instant
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Member Membership Assigned
Triggers when a member membership is assigned/purchased.
Trigger
Instant
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Member Membership Ended
Triggers when a member membership ends due to the expiration date.
Trigger
Instant
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Member Updated
Triggers when a member is updated.
Trigger
Instant
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Member Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
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- First nameRequired
- Last nameRequired
- Email
- Mobile
- Other number
- Birthday
- Important notes
- Emergency contact
- Business name
- Gender
- Occupation
- Goals
- Injuries
- Medical conditions
- Nutrition
- Plan
- Address
- City
- State/Province
- Zip/Postal code
- Status
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
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
Appointment Updated
Triggers when a appointment booking is updated.
Trigger
Instant
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Class Updated
Triggers when a class booking is updated.
Trigger
Instant
Try It
Member Membership Cancelled
Triggers when a member membership is manually cancelled by a user.
Trigger
Instant
Try It
Member Created
Triggers when a new member is created.
Trigger
Instant
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Member Package Assigned
Triggers when a member package is assigned/purchased.
Trigger
Instant
Try It
Member Product Assigned
Triggers when a member product is assigned/purchased.
Trigger
Instant
Try It

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

About Xplor Studio

Xplor Studio is a studio management platform with all the tools to make life easier, discover new revenue streams, and build unique fitness experiences from anywhere.

Related categories

Scheduling & Booking

Wealthbox CRM + Xplor Studio

Create new Xplor Studio members for new Wealthbox CRM contacts

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Appointment Created

Class Created

Member Membership Assigned

Member Membership Ended

Member Updated

Member Package Finished

Create Member

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

Appointment Updated

Class Updated

Member Membership Cancelled

Member Created

Member Package Assigned

Member Product Assigned

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces

About Xplor Studio

Related categories