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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.
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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.
Mailjet
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.
Mailjet
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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 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.
Set Up the Mailjet 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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Mailjet
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Iterator
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Webhook response
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.
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.
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.
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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 Mailjet account to Wealthbox using Latenode?
To connect your Mailjet account to Wealthbox on Latenode, follow these steps:
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:
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: