Connect MailUp and Wealthbox CRM

Both apps 50MailUp 29Wealthbox CRM 21

• Trigger
  New Email Message in List

  A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific.

• Trigger
  New Group

  New group added to the specified list. MailUp is a multi-list environment and groups are list-specific.

• Trigger
  New Recipient Subscribed

  There is a new subscriber in the specified list. MailUp is a multi-list environment.

• Trigger
  New Recipient Unsubscribed

  A recipient unsubscribed from the specified list. MailUp is a multi-list environment.

• Action
  Add list

  Create a new list. POST Console/List

• Action
  Add Recipient to Group

  Add recipient to the specified group on the list.

• Action
  Add Recipient to List

  Adds a new recipient to the specified list as a subscriber.

• Action
  Create New Email Message

  Create a new email message on the specified list.

• Action
  Create New Group

  Add a new group to the specified list. MailUp is a multi-list environment.

• Action
  Delete email message

  Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message}

• Action
  Delete group

  Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group}

• Action
  Delete list

  Delete a list. DELETE Console/List/{id_List}

• Action
  Get email message

  Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message}

• Action
  Get list

  Retrieve list details by id. GET Console/List/{id_List}

• Action
  List email messages

  Retrieve email messages of a list. GET Console/List/{id_List}/Emails

• Action
  List Email Message Sendings

  lists the sendings (send tasks, with recipients count and status) created for an email message.

• Action
  List Group Recipients

  Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields.

• Action
  List groups

  Retrieve groups of a list. GET Console/List/{id_List}/Groups

• Action
  List lists

  Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc

• Action
  List subscribed recipients

  Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed

• Action
  Remove recipient from group

  Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient}

• Action
  Remove Recipient From List

  This method unsubscribe the given recipient from the specified list.

• Action
  Send Message to Email Address

  Sends the specified message (previously created in MailUp in the specified List) to the email address specified.

• Action
  Send Message to Group

  Send a message to a predefined group in the specified list.

• Action
  Send message to list

  Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send

• Action
  Unsubscribe recipient from list

  Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient}

• Action
  Update email message

  Modify an email message. PUT Console/List/{id_List}/Email/{id_Message}

• Action
  Update group

  Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group}

• Action
  Update list

  Modify details of a list. PUT Console/List/{id_List}

• Trigger
  New Comment

  Triggers when a new comment is added to a record in Wealthbox, such as a contact or task.

• Trigger
  New Contact

  Triggers when a new contact is created in Wealthbox.

• Trigger
  New Event

  Triggered when a new event is created in Wealthbox.

• Trigger
  New Note

  Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in Wealthbox.

• Trigger
  New Project

  Triggered when a new project is created in Wealthbox.

• Trigger
  New Task

  Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.

• Trigger
  New Workflow

  Triggered when a new workflow is created in Wealthbox.

• Trigger
  Task Complete

  Triggers when a task is marked complete in Wealthbox.

• Action
  Add Member to Household

  Adds an existing contact to an existing household with a chosen household role, and returns the updated household with its members.

• Action
  Create Household

  Creates a new household in Wealthbox and returns the household record.

• Action
  Create Project

  Creates a new project in Wealthbox and returns the created project.

• Action
  Delete contact

  Deletes an existing contact from your Wealthbox workspace.

• Action
  Delete household member

  Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.

• Action
  Delete task

  Deletes an existing task from the Wealthbox workspace and returns the deleted task.

• Action
  Find Contact

  Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.

• Action
  Get contact

  Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.

• Action
  Get opportunity

  Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.

• Action
  Get task

  Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.

• Action
  List tasks

  Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.

• Action
  Update project

  Updates the name or description of an existing project in Wealthbox CRM.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.