Airmeet + Wealthbox CRM

Create Airmeet registrants from new Wealthbox CRM contacts

Effortlessly maintain consistency between your Wealthbox CRM and your Airmeet events with this time-saving workflow. When you add new contacts to Wealthbox CRM, they will be instantly registered as attendees for your specified Airmeet event. This process streamlines your organization and ensures a seamless connection between both platforms, allowing you to focus on what matters most, without the need for manual data entry.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
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Add Registration
Adds a Registration to the Airmeet
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
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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
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- 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
Airmeet Finish
Triggers when an Airmeet is ended by the host.
Trigger
Instant
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Airmeet Start
Triggers when a specific Airmeet is started by the host.
Trigger
Instant
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- Airmeet IdRequired
Trigger
Instant
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- Select AirmeetRequired
Trigger
Instant
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- Airmeet IdRequired
Trigger
Instant
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- Airmeet idRequired
Trigger
Instant
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- Airmeet IdRequired
Trigger
Instant
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- Select AirmeetRequired
Trigger
Instant
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- Select AirmeetRequired
Trigger
Instant
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- Airmeet IdRequired
Trigger
Scheduled
Try It
- Airmeet IdRequired
Trigger
Scheduled
Try It
- Select AirmeetRequired
Trigger
Instant
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- Airmeet IdRequired
Trigger
Instant
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- Airmeet Id
- NameRequired
- EmailRequired
- Attendance Type
- Send Email Invitation
- Confirmed Registration
- Organisation
- Designation
- City
- Country
- Date of registration
Action
Write
- Host EmailRequired
- Event NameRequired
- Short DescriptionRequired
- Event Start TimeRequired
- TimeZoneRequired
- Event Image
- Long Description
- Event Access
- Event Organiser Name
- Event Type
- End Time
- Networking
- Table count
- Event Support Email
- Venue Title
- Registration Approval Required
- Venue Capacity
Action
Write
- Airmeet Id
- Session type
- Title of the SessionRequired
- Start time of session in epoch millisecondsRequired
- Session Duration in minutesRequired
- Email of hostRequired
- Summary of session
- Emails of speakers in the session
- Emails of cohosts in the session
- Track Ids
- Session Tags
- Airmeet Booths
- Speed Networking Time (In Seconds)
- Extend Conversation Time In Seconds
Action
Write
- AirmeetIdRequired
- AmbienceRequired
- layoutRequired
- Highlight Color
- Button Text Color
- Image Url
Action
Write
- Airmeet IdRequired
- Name of the duplicate eventRequired
- Event Start Time for the duplicate eventRequired
- Time Zone for the duplicate eventRequired
- Want to copy the Speakers
Action
Write
- Airmeet IdRequired
- Email IdRequired
Action
Write

New Contact
Triggers when a new contact is created.
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
New Airmeet
Triggers when a new Airmeet is created.
Trigger
Instant
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Airmeet Reminder
Triggers when Airmeet is scheduled to start in 4 hours.
Trigger
Instant
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Attendee Registered
Triggers when a new attendee registers for an Airmeet.
Trigger
Instant
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- Airmeet IdRequired
Trigger
Instant
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- Airmeet IdRequired
- Session IdRequired
Trigger
Instant
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- Airmeet IdRequired
Trigger
Instant
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- Airmeet IdRequired
Trigger
Instant
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- Airmeet IdRequired
Trigger
Instant
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- Select AirmeetRequired
Trigger
Instant
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- Airmeet IdRequired
Trigger
Scheduled
Try It
- Airmeet IdRequired
- Session Ids
Trigger
Scheduled
Try It
- Airmeet IdRequired
Trigger
Scheduled
Try It
- Airmeet idRequired
Trigger
Instant
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- Airmeet IdRequired
Trigger
Instant
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- Airmeet IdRequired
- Email IdRequired
Action
Write
- Airmeet Id
- Booth NameRequired
- Exhibitor EmailsRequired
- Tags
- Enable Chat
- Enable Broadcast
- Enable Lounge
- Table Count
Action
Write
- Airmeet IdRequired
- Speaker NameRequired
- Speaker EmailRequired
- Speaker Organisation
- Speaker Designation
- Speaker Image
- Speaker Bio
- City
- Country
Action
Write
- Airmeet IdRequired
- Session IdRequired
Action
Write
- Airmeet Id
- NameRequired
- EmailRequired
- Attendance Type
- Send Email Invitation
- Confirmed Registration
- Organisation
- Designation
- City
- Country
- Date of registration
Action
Write
- Airmeet Id
- Airmeet StatusRequired
Action
Write

About Airmeet

Airmeet is an all-in-one platform for communities & organizations to host immersive events and build real connections, online.

Learn more

Related categories

Event Management

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

Airmeet + Wealthbox CRM

Create Airmeet registrants from new Wealthbox CRM contacts

New Comment

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

Airmeet Finish

Airmeet Start

Attendee Engagement Score

Event Attendance

Attendee Joined Table

Attendee Replay Attendance

Attendee Joined Booth

Booth Attendance

Event Questions

Get Airmeet Custom Fields

Get Airmeet Tracks

Registrant Added on a Specific Event

Attendee Session Joined

Add Registration

Create Airmeet

Create Session

Customize Event Landing Page

Duplicate Event

Unblock Attendee From Event

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Airmeet

Airmeet Reminder

Attendee Registered

Attendee Entered Airmeet

Session Attendance

Attendee Leaderboard Score

Attendee Registration UTMs

Attendee Clicked CTA

Event Polls

Get Airmeet Booths

Airmeet Session Recordings

Get Sessions for an Event

Attendee Opened or Downloaded Resource

Attendee Stage Joined

Block Attendee From Event

Create Booth

Create Speaker

Delete Session

Register Attendee With Custom Registration Fields

Update Status of Airmeet

About Airmeet

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces