Bannerbear + Wealthbox CRM

Create collections in Bannerbear for new Wealthbox CRM contacts

Create eye-catching visuals for your Wealthbox CRM contacts by automating custom image generation with Bannerbear. This workflow activates when a new contact is added in Wealthbox CRM, and instantly produces a personalized visual asset in Bannerbear, streamlining your marketing and branding efforts. Enhance your client engagement with appealing visuals that cater to each contact's unique attributes.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Collection
Generates multiple Images based on a Template Set
ActionWrite

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Supported triggers and actions

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
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
New Animated Gif
Triggers when a new animated gif has 100% rendered
Trigger
Instant
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New Movie
Triggers when a new movie has 100% rendered
Trigger
Instant
Try It
New Video Pending Approval
Triggers when a Create Video request has been paused for your approval
Trigger
Instant
Try It
- Video IDRequired
Action
Write
- Template Set IDRequired
- Basic / Advanced
- Metadata
- Transparent
- Sync
Action
Write
- WidthRequired
- HeightRequired
- Transition
- Soundtrack URL
- Number of Clips to Join
- Metadata
- Async
Action
Write
- Video Template IDRequired
- Media URLRequired
- Basic / Advanced
- Zoom
- Zoom Factor
- Blur
- Trim Start Time
- Trim End Time
- Trim To Length In Seconds
- Metadata
- Create Gif Preview
- Async
Action
Write
- PDF InputsRequired
- Sync
Action
Write
- Image IDRequired
Action
Search

New Contact
Triggers when a new contact is created.
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
New Template
Triggers when there's a new template.
Trigger
Scheduled
Try It
New Image
Triggers when a new image has been generated.
Trigger
Instant
Try It
New Video
Triggers when a new video has 100% rendered
Trigger
Instant
Try It
New Video Template
Triggers when a new Video Template is created
Trigger
Scheduled
Try It
- Template IDRequired
- Basic / Advanced
- Number of Frames
- FPS
- Metadata
- Sync
Action
Write
- Template IDRequired
- Basic / Advanced
- Metadata
- Transparent
- PDF
- Sync
Action
Write
- Website URLRequired
- Width
- Height
- Emulate Mobile Device
- Sync
Action
Write
- Video IDRequired
- TranscriptionRequired
Action
Write
- Animated Gif IDRequired
Action
Search
- Video IDRequired
Action
Search

About Bannerbear

Bannerbear is a service that automatically generates variations of graphic templates.

Learn more

Related categories

Images & Design

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

Bannerbear + Wealthbox CRM

Create collections in Bannerbear for 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

New Animated Gif

New Movie

New Video Pending Approval

Approve a Video

Create Collection

Create Movie

Create Video

Join PDF Files

Find Image

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Template

New Image

New Video

New Video Template

Create Animated Gif

Create Image

Create Screenshot

Edit a Video

Find Animated Gif

Find Video

About Bannerbear

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces