Text Request + Wealthbox CRM

Create or update Text Request contacts when new Wealthbox CRM contacts are added

Keep your Wealthbox CRM and Text Request contacts up-to-date effortlessly with this powerful workflow. Every time a new contact is added in Wealthbox CRM, this automation creates or updates the corresponding contact in Text Request, ensuring seamless communication and organization of your contacts. Spend less time manually managing contact information and focus on building relationships with your clients.

Keep your Wealthbox CRM and Text Request contacts up-to-date effortlessly with this powerful workflow. Every time a new contact is added in Wealthbox CRM, this automation creates or updates the corresponding contact in Text Request, ensuring seamless communication and organization of your contacts. Spend less time manually managing contact information and focus on building relationships with your clients.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Text RequestText Request
    Create or Update Contact

    Creates a new contact or updates the name of an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Event

    Triggers when a new event is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
text-request logo
text-request logo

About Text Request

Text Request is a business texting platform that helps your company communicate via SMS.
Learn more

Related categories

  • Phone & SMS
wealthbox logo
wealthbox logo

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)

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