Mailjet and Wealthbox Integration

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Automatically trigger personalized email campaigns in Mailjet from new Wealthbox contacts or updated client data. Latenode's visual editor and JavaScript support ensure custom messaging based on specific financial events. Scale client communication affordably with execution-based pricing.

Swap Apps

Mailjet

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Mailjet and Wealthbox

Create a New Scenario to Connect Mailjet 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 Mailjet, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mailjet or Wealthbox will be your first step. To do this, click "Choose an app," find Mailjet or Wealthbox, and select the appropriate trigger to start the scenario.

Add the Mailjet Node

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

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Configure the Mailjet

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

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Run node once

Add the Wealthbox Node

Next, click the plus (+) icon on the Mailjet 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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Configure the Mailjet 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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Run node once

Set Up the Mailjet 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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Save and Activate the Scenario

After configuring Mailjet, 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 Mailjet and Wealthbox integration works as expected. Depending on your setup, data should flow between Mailjet 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 Mailjet and Wealthbox

Mailjet + Google Sheets + Wealthbox: When a new email event occurs in Mailjet (e.g., email opened, clicked), find the corresponding contact in Wealthbox and update a specified row in Google Sheets with the event data, tracking engagement.

Wealthbox + Mailjet + Calendly: When a new contact is added to Wealthbox, automatically subscribe them to a Mailjet contact list and send an email with a Calendly link to schedule an introductory call.

Mailjet and Wealthbox integration alternatives

About Mailjet

Use Mailjet in Latenode to automate email sending based on triggers from other apps. Update contact lists, send personalized campaigns, and track results—all without code. Connect Mailjet to your CRM, database, or e-commerce platform for automated workflows. Latenode provides the flexibility and scale to manage complex email automations efficiently, with no per-step cost limitations.

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 Mailjet and Wealthbox

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

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

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

Can I automatically update Wealthbox contacts after a Mailjet form submission?

Yes, you can! Latenode's visual editor makes it easy to map form fields to Wealthbox, keeping your contact data synchronized and up-to-date, saving you time and improving data accuracy.

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

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

  • Automatically add new Wealthbox contacts from Mailjet subscription lists.
  • Trigger email campaigns in Mailjet based on Wealthbox deal stage changes.
  • Update Wealthbox contact information when a Mailjet subscriber updates their profile.
  • Send personalized welcome emails via Mailjet to new Wealthbox contacts.
  • Log Mailjet email activity (opens, clicks) within Wealthbox contact records.

How do I handle bounced emails from Mailjet within my Wealthbox workflows?

Latenode lets you create logic to automatically update contact statuses in Wealthbox or trigger follow-up actions based on Mailjet bounce events.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Historical data migration isn't directly supported; new events trigger workflows.
  • Rate limits of Mailjet and Wealthbox APIs still apply.

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