Integrating Wealthbox CRM with Vend by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Wealthbox CRM and Vend
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Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
About Vend
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.
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It's easy to connect Wealthbox CRM + Vend 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 / Updated CustomerTrigger when new customer added or update any old customer.
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New / Updated Product
Trigger when new product added or update any old product.
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New Register Closures
Trigger when a new register closures
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New or Updated Sale
Triggers when new sale is added or updated.
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New or Updated Sale (With Line Item Support)
Trigger when new sale added.
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New Supplier
Trigger when new supplier added.
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New Updated Consignment
Trigger when new consignment is added or existing one is updated.
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Updated Inventory
Trigger when a inventory updated
- 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 / Update Product
Create / Update Product
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Create Order
Create a new order.
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Create or Update Customer
Create or update a customer.
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Update Customer
Update a existing customer.
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Update Inventory By Product
Update Inventory Details By Product.
How Wealthbox CRM & Vend 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 Vend 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 Vend.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.