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WooCommerce + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About WooCommerce

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With WooCommerce, you get everything you need to sell online: secure payment processing, a solid tax/shipping reporting system, and dozens of free & premium themes.

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 WooCommerce + Wealthbox CRM

  • WooCommerce Wealthbox CRM

    WooCommerce + Wealthbox CRM

    Create Household to Wealthbox CRM from New Order in WooCommerce Read More...
    Close
    When this happens...
    WooCommerce New Order
     
    Then do this...
    Wealthbox CRM Create Household
  • WooCommerce Wealthbox CRM

    WooCommerce + Wealthbox CRM

    Create Project to Wealthbox CRM from New Order in WooCommerce Read More...
    Close
    When this happens...
    WooCommerce New Order
     
    Then do this...
    Wealthbox CRM Create Project
  • WooCommerce Wealthbox CRM

    WooCommerce + Wealthbox CRM

    Create Note to Wealthbox CRM from New Order in WooCommerce Read More...
    Close
    When this happens...
    WooCommerce New Order
     
    Then do this...
    Wealthbox CRM Create Note
  • WooCommerce Wealthbox CRM

    WooCommerce + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Order is created in WooCommerce Read More...
    Close
    When this happens...
    WooCommerce New Order
     
    Then do this...
    Wealthbox CRM Start Workflow
  • WooCommerce Wealthbox CRM

    WooCommerce + Wealthbox CRM

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

    WooCommerce + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers if a customer chooses to register for an account. This can happen during the checkout process, or via the My Account page.

  • New Invoice

    Triggers when a new invoice is created.

  • New Line Item in Order

    Triggers for each line item in an order. Use this if you need the line item details from an order.

  • New Order

    (With Line Item Support) Triggers when a WooCommerce order is paid for.

  • New Order Status Change

    (With Line Item Support) For advanced usage. Triggers every time a WooCommerce order changes status. See the Managing Orders documentation on WooCommerce for more information.

  • New Product

    Trigger when new product is added.

  • 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
  • Create Coupon

    Creates a new coupon.

  • Create Customer

    Action when a WooCommerce customer is created.

  • Create Invoice

    Creates a new invoice.

  • Create Order

    Creates a new order.

  • Create Product

    Creates a new product.

  • Update Coupon

    Updates an existing coupon.

  • Update Customer

    Updates an existing customer.

  • Update Order

    Updates an existing order.

  • Update Product

    Updates an existing product.

  • 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.

How WooCommerce & Wealthbox CRM Integrations Work

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

    (2 minutes)

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