

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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