How to Send RegistrationMagic Data to Wealthbox

Wealthbox is a CRM that helps you manage contacts and track interactions. Here is how to pipe RegistrationMagic registration straight into Wealthbox using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers registration data straight from WordPress to Wealthbox. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with RegistrationMagic installed and configured.
• A Wealthbox account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Wealthbox to AFI

1. Log in to your Wealthbox account.
2. Go to Settings → API Access and generate an API token.
3. In WordPress, go to AFI → Settings → Wealthbox.
4. Paste the API token and click Save.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it RegistrationMagic to Wealthbox.

2. Pick your trigger

Select RegistrationMagic as the form provider. AFI fires when a user registers or submits a form, giving you access to user name, email, username, custom registration fields, and form ID.

3. Select Wealthbox as the destination

Choose Wealthbox from the platform dropdown and pick Add Contact. This creates a contact in Wealthbox.

4. Map fields

Match each Wealthbox field on the left to the corresponding RegistrationMagic field on the right. Common mappings include user name, email, username, custom registration fields, and form ID. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in RegistrationMagic. Check Wealthbox to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Wealthbox with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which RegistrationMagic events trigger the integration?

AFI fires when a user registers or submits a form. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect RegistrationMagic to Wealthbox in minutes.