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Wealthbox CRM Email Verification Integration

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

You can find more information here.


How this Wealthbox CRM + TrueMail integration works

  • 1. Add new record to a Wealthbox CRM account
  • 2. Zapier sends the email to be verified with TrueMail
  • 3. Zapier updates the existing Wealthbox CRM record with TrueMail result code in a custom field

Apps involved

  • • Wealthbox CRM
  • • TrueMail

Wealthbox CRM Triggers

  • New Project.

    Triggers when a new project is created.

  • List Email Types.

    Triggers when a user needs to list all of the custom email types available to them.

  • New Workflow.

    Triggers when a new workflow is created.

  • New Comment.

    Triggers when a new comment is created.

  • New Workflow Step.

    Triggers when a new workflow step is created.

  • List Users.

    Triggers when a User must be selected using a dynamic dropdown.

  • New Task.

    Triggers when a new task is created.

  • List Contacts.

    List all the contacts associated with your Wealthbox CRM account.

  • List Address Types.

    Tiggers when a user wants to list all of their address types.

  • New Note.

    Triggers when a new note is created.

  • New Contact.

    Triggers when a new contact is created.

  • List Event Categories.

    Triggers when a user needs to choose an event category when creating a new event.

  • New Event.

    Triggers when a new event is created.

  • List Task Categories.

    Triggers when a user needs to select a category for a task being created.

  • List Phone Types.

    Triggers when a user wants to select a phone type.

  • Fetch User.

    Triggers after authentication to ensure that the endpoint is up and functioning.

  • New Opportunity.

    Triggers when a new opportunity is created.

  • List Opportunity Stages.

    List all of the opportunity stages associated with the user.

  • Create Project.

    Creates a new project.

  • Create Contact.

    Creates a new contact.

  • Create Event.

    Creates a new event.

  • Create Opportunity.

    Creates a new opportunity.

  • Create Task.

    Creates a new task.

  • Create Note.

    Creates a new note.

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