Integrate Wealthbox CRM with Ezyslips
Send information between Wealthbox CRM and Ezyslips automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Ezyslips 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 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
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
New event
Triggers when a new event is created
Carrier created
Triggers when a new carrier is created
Warehouse created
Triggers when a new warehouse is created
Order created
Triggers when a new order is created
Store created
Triggers when a new store is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create project
Creates a new project
Create note
Creates a new note
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Cancel order
This method used to cancel the order
Create order with assign AWB number
Creates a new order with the assigned AWB number
Create manifest order
Creates a manifest order
Create warehouse
Creates a new warehouse
Create onhold order
Creates an on hold order
Create order
Creates a new order
Fetch carrier
Fetches the details of an existing carrier using ID
Fetch order
Fetches the details of an existing order using order ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch store
Fetches the details of an existing store using ID
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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What is Ezyslips?
Ezyslips is an E-Commerce back-office automation tool that helps businesses in carrier API integration, multi-channel shipping management, automatic order allocation according to the service types, zip codes and weight, fulfillment automation, NDR Management, and much more
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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.
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
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
