Integrate The Newsletter Plugin with Wealthbox CRM
Send information between The Newsletter Plugin and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate The Newsletter Plugin and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User subscribed
Triggers when a user subscribes to The Newsletter Plugin
User unsubscribed
Triggers when a user unsubscribes
User resubscribed
Triggers when a user resubscribes
Subscriber confirmed
Triggers when a subscriber confirms the subscription
New event
Triggers when a new event is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Add subscriber
Adds a new subscriber
Unsubscribe user
Marks an existing subscriber as unsubscribed
Fetch subscriber
Fetches the details of an existing subscriber
Create note
Creates a new note
Create event
Creates a new event
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
What is The Newsletter Plugin?
The Newsletter Plugin is a newsletter management WordPress plugin that helps you create newsletter emails, manage subscriptions, and more.
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What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >
It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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