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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.
Connect Mailerlite and Wealthbox in minutes with Latenode.
Create Mailerlite to Wealthbox workflow
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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.
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.
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.
Mailerlite
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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.
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.
Set Up the Mailerlite and Wealthbox Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Wealthbox
Trigger on Webhook
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Mailerlite
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Iterator
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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.
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.
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.
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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.
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How can I connect my Mailerlite account to Wealthbox using Latenode?
To connect your Mailerlite account to Wealthbox on Latenode, follow these steps:
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:
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: