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Wealthbox CRM + Chargebee Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Wealthbox CRM

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

About Chargebee

Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows

Chargebee Integrations

Best ways to Integrate Wealthbox CRM + Chargebee

  • Wealthbox CRM Chargebee

    Wealthbox CRM + Chargebee

    Resume Subscription in Chargebee when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Chargebee Resume Subscription
  • Wealthbox CRM Chargebee

    Wealthbox CRM + Chargebee

    Pause Subscription in Chargebee when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Chargebee Pause Subscription
  • Wealthbox CRM Chargebee

    Wealthbox CRM + Chargebee

    Change Next Billing Date in Chargebee when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Chargebee Change Next Billing Date
  • Wealthbox CRM Chargebee

    Wealthbox CRM + Chargebee

    Record Offline Payment for an Invoice in Chargebee when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Chargebee Record Offline Payment for an Invoice
  • Wealthbox CRM Chargebee

    Wealthbox CRM + Chargebee

    Create Customer to Chargebee from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Chargebee Create Customer
  • Wealthbox CRM {{item.actionAppName}}

    Wealthbox CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

  • New Customer

    Triggers when a customer is created.

  • New Invoice

    Triggers when a new invoice is generated(with line item support).

  • New Payment

    Triggers when a payment is collected successfully.

  • New Subscription

    Triggers when a subscription is created.

  • Payment Failure

    Triggers when a payment fails.

  • Subscription Cancellation

    Triggers when a subscription is cancelled.

  • Subscription Cancellation Scheduled

    Triggers when a subscription is scheduled for cancellation.

  • Subscription Details Updates

    Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.

  • Subscription Pause

    Triggers when a subscription is paused.

  • Subscription Resumption

    Triggers when a paused subscription is resumed.

    Actions
  • 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.

  • Change Next Billing Date

    Updates next billing date of a subscription.

  • Create Customer

    Creates a new customer in Chargebee.

  • Create Subscription

    Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.

  • Pause Subscription

    Pauses a subscription in Chargebee.

  • Record Offline Payment for an Invoice

    Records an offline payment for unpaid invoices.

  • Resume Subscription

    Resumes a paused subscription in Chargebee

  • Update Customer

    Updates customer details in Chargebee.

How Wealthbox CRM & Chargebee Integrations Work

  1. Step 1: Choose Wealthbox CRM 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 Chargebee 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 Wealthbox CRM to Chargebee.

    (2 minutes)

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

Integration of Wealthbox CRM and Chargebee

Wealthbox CRM?

Wealthbox is a cloud-based business management spution that can help small businesses manage their finances more efficiently. It includes features such as the fplowing:

Contacts & Calendar

Sales & Marketing

Projects, Tasks & Time Tracking

Basic Finance

Financial Reports

Chargebee?

Chargebee provides payment gateway services for eCommerce sites. This service is integrated with Wealthbox to provide customers with automated billing sputions. It allows customers to pay for services using credit cards, debit cards, and bank transfers, among others. Chargebee’s customers include Fusebill, Handshake, and Sellf.

Integration of Wealthbox CRM and Chargebee

Wealthbox integrates with Chargebee in several ways. First, they are both available through Chargebee’s payment gateway. Chargebee’s payment gateway allows users to accept payments for their products or services. After they’ve accepted these payments, they can use them to pay for their services using Wealthbox. This helps account managers track the amount of money available for them to spend on their projects, tasks, time tracking, and financial reports.

Another way in which Wealthbox integrates with Chargebee is through the use of Stripe Connect. This is another payment gateway that can be used by companies to accept payments from customers. Stripe Connect allows account managers to apply payments they have received from customers to their invoices.

Benefits of Integration of Wealthbox CRM and Chargebee

Integrating Wealthbox with Chargebee gives account managers access to information about how much money they can spend on different projects. This helps them track their expenses better and manage their finances more efficiently.

This integration also helps account managers communicate better with their clients. It allows them to issue invoices directly from Wealthbox that can be paid using the eCommerce site Chargebee. These invoices can be created and customized based on the needs of the account manager and the client.

The process to integrate Wealthbox CRM and Chargebee may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.