Mailerlite and Wealthbox Integration

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Automatically add Wealthbox contacts to Mailerlite for targeted campaigns, keeping sales and marketing aligned. Latenode’s visual editor and affordable execution-based pricing make complex workflows easy to build and scale.

Swap Apps

Mailerlite

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Mailerlite and Wealthbox

Create a New Scenario to Connect Mailerlite and Wealthbox

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Mailerlite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mailerlite or Wealthbox will be your first step. To do this, click "Choose an app," find Mailerlite or Wealthbox, and select the appropriate trigger to start the scenario.

Add the Mailerlite Node

Select the Mailerlite node from the app selection panel on the right.

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Mailerlite

Configure the Mailerlite

Click on the Mailerlite node to configure it. You can modify the Mailerlite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Mailerlite

Sign In
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Run node once

Add the Wealthbox Node

Next, click the plus (+) icon on the Mailerlite node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.

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Wealthbox

Authenticate Wealthbox

Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.

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Wealthbox

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Connect Wealthbox

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Run node once

Configure the Mailerlite and Wealthbox Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Wealthbox

Wealthbox Oauth 2.0

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The action ID

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Run node once

Set Up the Mailerlite and Wealthbox Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Webhook response

Save and Activate the Scenario

After configuring Mailerlite, Wealthbox, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Mailerlite and Wealthbox integration works as expected. Depending on your setup, data should flow between Mailerlite and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Mailerlite and Wealthbox

Calendly + Mailerlite + Wealthbox: When a new invitee is created in Calendly, their information is used to create or update a subscriber in Mailerlite. Then, their contact information is updated in Wealthbox.

Wealthbox + Mailerlite + Google Sheets: When a new contact is created in Wealthbox, they are added to a specified list in Mailerlite. Subsequently, a new row is added to a Google Sheet to record the update.

Mailerlite and Wealthbox integration alternatives

About Mailerlite

Use Mailerlite in Latenode to automate email marketing tasks. Add subscribers, send targeted campaigns, and track results based on triggers from your CRM, database, or e-commerce platform. Latenode’s visual editor and code blocks offer flexible control over message personalization and flow logic without complex coding or per-action pricing.

About Wealthbox

Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.

See how Latenode works

FAQ Mailerlite and Wealthbox

How can I connect my Mailerlite account to Wealthbox using Latenode?

To connect your Mailerlite account to Wealthbox on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Mailerlite and click on "Connect".
  • Authenticate your Mailerlite and Wealthbox accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I add new Wealthbox contacts from Mailerlite subscribers?

Yes, you can! Latenode's visual editor makes this easy. Automatically create Wealthbox contacts from new Mailerlite subscribers, ensuring your CRM is always up-to-date and your outreach is effective.

What types of tasks can I perform by integrating Mailerlite with Wealthbox?

Integrating Mailerlite with Wealthbox allows you to perform various tasks, including:

  • Adding new Mailerlite subscribers as contacts in Wealthbox.
  • Updating Wealthbox contact details based on Mailerlite activity.
  • Triggering email campaigns in Mailerlite from Wealthbox events.
  • Segmenting Mailerlite subscribers based on Wealthbox data.
  • Creating Wealthbox tasks for unsubscribed Mailerlite users.

Can I use custom fields to sync Mailerlite and Wealthbox data?

Yes! Latenode supports custom field mapping between Mailerlite and Wealthbox, letting you sync specific data for tailored automation flows.

Are there any limitations to the Mailerlite and Wealthbox integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial data migration between the apps requires manual setup.
  • Complex workflows with high volumes may require performance optimization.
  • Integration relies on the APIs provided by Mailerlite and Wealthbox.

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