Integrate Squarespace with Wealthbox CRM
Send information between Squarespace and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Squarespace and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Order updated
Triggers when the details of an existing order are updated
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 product variant
Creates a new variant in the specified product
Create custom order
Creates a new order with custom line items
Create physical product
Creates a new physical product
Fetch order
Fetches the details of an existing order
Fetch product
Fetches the details of an existing product
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 Squarespace?
Squarespace is a leading all-in-one website building and e-commerce platform that enables you to build and host websites, set up online stores, run email marketing campaigns, and more.
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.
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Logic
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Custom functions
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Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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