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Integrate Wealthbox CRM with Xendit

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

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About Wealthbox CRM

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

About Xendit

Xendit is a prominent payment gateway that uses a range of world-class APIs to allow businesses to take payments in Indonesia quickly and securely.

Xendit Integrations
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Best ways to Integrate Wealthbox CRM + Xendit

  • Wealthbox CRM Integration Xendit Integration

    Wealthbox CRM + Xendit

    Create Customer to Xendit from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Xendit Integration Create Customer
  • Wealthbox CRM Integration Xendit Integration

    Wealthbox CRM + Xendit

    Create QR Code to Xendit from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Xendit Integration Create QR Code
  • Wealthbox CRM Integration Xendit Integration

    Wealthbox CRM + Xendit

    Create Account to Xendit from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Xendit Integration Create Account
  • Wealthbox CRM Integration Xendit Integration

    Wealthbox CRM + Xendit

    Create Payout to Xendit from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Xendit Integration Create Payout
  • Wealthbox CRM Integration Xendit Integration

    Wealthbox CRM + Xendit

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

    Wealthbox CRM + {{item.actionAppName}}

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

It's easy to connect Wealthbox CRM + Xendit 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.

  • New Invoice

    Trigger when new invoice created.

    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.

  • Create Account

    Creates an account.

  • Create Customer

    Create a new customer.

  • Create Disbursement

    Creates a disbursement.

  • Create Invoice

    Creates an Invoice.

  • Create Payout

    Creates a payout.

  • Create QR Code

    Creates QR Code.

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

How Wealthbox CRM & Xendit 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 Xendit 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 Xendit.

    (2 minutes)

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

Integration of Wealthbox CRM and Xendit

  • Wealthbox CRM? Wealthbox CRM is an excellent example of a product that is being transformed into cloud-based software. The process started in 2010, when the company conducted market research and found out that the majority of customers of the Wealthbox CRM requested cloud-based services. The company’s management decided to start implementing cloud-based technpogies and began to focus on the development of this platform. The first one was developed by the end of 2011 and since then the company had been continuously improving its service.
  • Xendit? Xendit represents a product that had been developed for businesses and is designed to help them with their sales and marketing activities. It has been developed using cloud technpogy and can be integrated with different applications using APIs, including Yandex.Direct, Mail.Ru Group, and others. Less than a month after the release of Xendit, the product had already gained the attention of many customers. The number of users reached nearly 60,000. Among those customers were such companies as “Dpce Vita”, “Jply Hotel Moscow”, and others. According to experts, it is very easy to use Xendit and it takes no more than 15 minutes to master all its features and become comfortable with its interface. The biggest advantage of this product is its versatility. it can be used for both small and large business organizations and includes a wide array of functions. At the moment, Xendit offers over 50 features that can be implemented with great ease. The company’s management has plans to develop the platform further and add new features that will make it even more convenient for users.
  • In conclusion, we must say that the integration of these two products – Wealthbox CRM and Xendit – is a great idea. This integration will allow investors to have access to a comprehensive spution for managing their business processes. It is a good idea not only because it is convenient but also because it makes sense from a financial standpoint. Both products have been designed to provide their users with effective sputions for managing their business processes. Thus, they are perfectly capable of offering this kind of functionality to those who use them together.

    To download full case study just click on blue button below

    The process to integrate Wealthbox CRM and Xendit 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.