Integrating Wealthbox CRM with Etsy by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Wealthbox CRM and Etsy
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Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
About Etsy
Etsy is an online marketplace for buying and selling unique, creative, and handmade goods.
The term 'Etsy' is a trademark of Etsy, Inc. This application uses the Etsy API but is not endorsed or certified by Etsy, Inc.
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It's easy to connect Wealthbox CRM + Etsy without coding knowledge. Start creating your own business flow.
- Triggers
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New CommentTriggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
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New ListingTriggers when there is a new active listing.
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New Listings By Shop
Get Active Listings By Shop.
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New Order
Triggers when new order is created.
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New Shop Details
Triggers when new shop is added.
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Order Paid
Triggeers when New Paid Order Is Received.
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Order Shipped
Triggeers when New Order Is Shipped.
- Actions
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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Create Shipping Profile
Creates a new ShippingProfile. You can pass a country iso code or a region when creating a ShippingProfile, but not both. Only one is required. You must pass either a shipping_carrier_id AND mail_class, or both min and max_delivery_days.
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Update Shop Details
Update Shop Details
How Wealthbox CRM & Etsy Integrations Work
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Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Etsy as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Wealthbox CRM to Etsy.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.