Integrate Wealthbox CRM with WooCommerce
Send information between Wealthbox CRM and WooCommerce automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and WooCommerce using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Product created
Triggers when a new product is created
Product category created
Triggers when a new product category is created
Order updated
Triggers when the details of an existing order are updated
Order created
Triggers when a new order is created
Customer updated
Triggers when the details of an existing customer are updated
Product updated
Triggers when the details of an existing product are updated
Customer added
Triggers when a new customer is added
All Actions - Actions are the automated tasks
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
Create product
Creates a new product
Refund order
Creates a refund for an existing order
Create customer
Creates a new customer
Create order
Creates a new order
Create category
Creates a new category
Create coupon
Creates a new coupon
Update product
Updates the details of an existing product
Update order status
Updates the status of an existing order
Update coupon
Updates the details of an existing coupon
Update customer
Updates the details of an existing customer
Update category
Updates the details of an existing category
Fetch customer
Fetches the details of an existing customer
Fetch category
Fetches the details of an existing category
Fetch order
Fetches the details of an existing order
Fetch product
Fetches the details of an existing product
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
What is WooCommerce?
WooCommerce is an open-source e-commerce plugin for WordPress that provides secure payments, configurable shipping options, and more.
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.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
