Integrate Shopify with Wealthbox CRM
Send information between Shopify and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Shopify and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Draft order updated
Triggers when the details of an existing draft order are updated
Fulfillment created
Triggers when a new fulfillment is created
Order fulfilled
Triggers when an existing order is fulfilled
Fulfillment updated
Triggers when any detail of an existing fulfillment is updated
Inventory item updated
Triggers when the details of an existing inventory item are updated
Order canceled
Triggers when an order is canceled in your store
Customer created
Triggers when a new customer is created
Cart updated
Triggers when an existing cart is updated
Order created
Triggers when a new order is created
Order updated
Triggers when an existing order is updated
Product added
Triggers when a new product is added
Blog created
Triggers when a new blog is created
Order drafted
Triggers when an existing order is drafted
Product updated
Triggers when the details of an existing product are updated
Refund created
Triggers when a refund entry is created
Customer updated
Triggers when the details of an existing customer are updated
Checkout created
Triggers when a new checkout is created
Checkout updated
Triggers when the details of an existing checkout are updated
Cart abandoned
Triggers when an open cart is abandoned
Order paid
Triggers when an existing order is paid
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks
Create draft order
Creates a new draft order
Create blog
Creates a new blog
Create customer
Creates a new customer
Create blog post
Creates a new post in the selected blog
Create product variants
Creates variants of an existing product
Update inventory quantity
Updates the quantity of a product or inventory item
Create discount code
Creates a new discount code
Send invite
Sends invite to the selected customer
Add product
Adds a new product
Create order
Creates a new order
Update discount code
Updates the details of an existing discount code
Update order
Updates the details of an existing order by ID
Update customer
Updates the details of an existing customer
Update product variant
Updates the details of a product's variants
Update product
Updates the details of an existing product
Fetch product
Fetches a product by title
Fetch discount code
Fetches the details of an existing discount code by code
Fetch order by name
Fetches the details of an existing order by name
Fetch product variant
Fetches a product variant by title
Fetch transaction
Fetches the details of an existing transaction
Fetch product variant by SKU
Fetches an existing product variant by SKU
Fetch latest customer order
Fetches the details of the latest customer order by customer ID
Fetch order
Fetches the details of an existing order by ID
Fetch transaction associated with order
Fetches the details of an existing transaction associated with an order
Fetch customer
Fetches the details of an existing customer by name or email address
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is Shopify?
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports.
Similar apps
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
