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Integrate Paypal with Wealthbox CRM

Appy Pie Connect allows you to automate multiple workflows between Paypal and Wealthbox CRM

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About Paypal

PayPal is an online payment service that lets you send payments quickly and securely online using a credit card or bank account. It is the quicker, safer way to pay and get paid online, in stores and more.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ways to Integrate Paypal + Wealthbox CRM

  • Paypal Integration Wealthbox CRM Integration

    Paypal + Wealthbox CRM

    Create Household from Wealthbox CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • Paypal Integration Wealthbox CRM Integration

    Paypal + Wealthbox CRM

    Create Project from Wealthbox CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • Paypal Integration Wealthbox CRM Integration

    Paypal + Wealthbox CRM

    Create Note from Wealthbox CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • Paypal Integration Wealthbox CRM Integration

    Paypal + Wealthbox CRM

    Start Workflow in Wealthbox CRM when Successful Sale is added to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • Paypal Integration Wealthbox CRM Integration

    Paypal + Wealthbox CRM

    Create Contact from Wealthbox CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • Paypal Integration {{item.actionAppName}} Integration

    Paypal + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Paypal + Wealthbox CRM in easier way

It's easy to connect Paypal + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Refunded Sale

    Only refunded payments trigger this.

  • Successful Sale

    Only successfully payment data trigger this.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Add tracking information

    Add tracking information with or without tracking numbers

  • Create Draft Invoice

    Creates a draft invoice.

  • Create Order

    Creates an order

  • Send invoice

    Sends or schedules an invoice, by ID, to be sent to a customer.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Paypal & Wealthbox CRM Integrations Work

  1. Step 1: Choose Paypal as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Paypal to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.