Integrate ProcessOut with Wealthbox CRM
Send information between ProcessOut and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between ProcessOut and Wealthbox CRM
Connect ProcessOut and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate ProcessOut and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Subscription event occurred
Triggers when a subscription is created, canceled, or is about to end
Transaction event occurred
Triggers when a transaction is captured, refunded, or fails
Customer event occurred
Triggers when a customer is created or updated
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New project
Triggers when a new project is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create customer
Creates a new customer
Fetch customer by ID
Fetches the details of a customer by ID
Fetch customer by email address
Fetches the details of a customer by email address
Create task
Creates a new task
Create event
Creates a new event
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is ProcessOut?
ProcessOut helps you smartly route your transactions to increase your international authorization rate and lower your processing fees
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
