Vend is a cloud-based point of sale system for retailers of all types and sizes. Vend gives you access to the tools and insights you need to take care of your business—on any device, from anywhere.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Integrations for Wealthbox CRMIt's easy to connect Vend + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Trigger when new customer added or update any old customer.
Trigger when new product added or update any old product.
Trigger when a new register closures
Triggers when new sale is added or updated.
Trigger when new sale added.
Trigger when new supplier added.
Trigger when new consignment is added or existing one is updated.
Trigger when a inventory updated
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Create / Update Product
Create a new order.
Create or update a customer.
Update a existing customer.
Update Inventory Details By Product.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)