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  1. App Directory
  2. Xendit
  3. Integrations
  4. Wealthbox CRM

Xendit + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Xendit Integrations
About Xendit

Xendit is a leading payment gateway that helps businesses accept payments in Indonesia fast and securely with a suite of world-class APIs.

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 Xendit + Wealthbox CRM

  • Xendit Wealthbox CRM

    Xendit + Wealthbox CRM

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

    Xendit + Wealthbox CRM

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

    Xendit + Wealthbox CRM

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

    Xendit + Wealthbox CRM

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

    Xendit + Wealthbox CRM

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

    Xendit + {{item.actionAppName}}

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

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

    Triggers
  • New Invoice

    Trigger when new invoice created.

  • 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 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.

  • 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.

Show All

How Xendit & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Xendit and Wealthbox CRM

  • Xendit is a SaaS company that offers its customers a fully integrated CRM. It helps the sales force to create sales opportunities, track them through the sales cycle, close deals and manage customer relationships.
  • Wealthbox is a cloud-based applications suite for financial advisors and wealth managers. The system allows advisors to organize their client data, portfpio management, and financial planning. It also connects advisors with their network of peers.

    • Integration of Xendit and Wealthbox CRM

    • Locate and copy the integration URL to the web service. It looks like this. https://api.xendit.com/api/1/v1/integrate/wealthbox/v2/credentialresponse_type=token&session_id=<session id>&app_id=<app id>&preview=1
    • Paste the integration URL into the message body, and click Send.
    • Log in to Wealthbox as an administrator, go to Systems > Integrations > New Integration and fill out the form as fplows:
    • When you click Next, it will direct you to a page where you can enter the credentials for your Xendit account. The credentials are as fplows:

    Email. <email address>

    Password. <password>

    • Once you have entered the information, click Next and then Finish. You will see a confirmation message that your integration has been set up successfully.
    • You can verify whether or not the integration is working correctly by logging in to your Wealthbox account as an administrator and going to the Integration Status page. If everything is working properly, you will see a green check box next to the Xendit integration item. If it’s not working, you will see a red X next to the Xendit integration item.You can also verify your account's integration status by logging into your Wealthbox account as an end user and going to the Account details page. The list of available integrations will appear on this page. If you have successfully connected your account with Xendit, you will see "Xendit" listed as an available integration option.

    The process to integrate Xendit and Wealthbox CRM 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.