Integrate Wealthbox CRM with SureCart
Send information between Wealthbox CRM and SureCart automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and SureCart using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
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 project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New event
Triggers when a new event is created
Order paid
Triggers when an order is paid
Refund created
Triggers when a refund is created
Subscription cancelled
Triggers when a subscription is cancelled
Subscription renewed
Triggers when a subscription is renewed
Purchase created
Triggers when a purchase is created
Subscription created
Triggers when a subscription is created
Order created
Triggers when a new order is created
Subscription completed
Triggers when a subscription is completed
Customer created
Triggers when a customer is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create contact
Creates a new contact
Create note
Creates a new note
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
Create invoice
Creates a new invoice
Create product
Creates a new product
Create variant
Creates a new variant
Create subscription
Creates a new subscription
Create customer
Creates a new customer
Fetch customer
Fetches the details of an existing customer by email address
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 SureCart?
Surecart is an e-commerce WordPress plugin that can help businesses set up and manage an online store that sells physical and digital products.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
