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Easyship + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Easyship and Wealthbox CRM

About Easyship

Easyship is a shipping platform that connects sellers and marketplaces to couriers.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best Easyship and Wealthbox CRM Integrations

  • Easyship Google Sheets

    Easyship + Google Sheets

    Add new Easyship shipping label rows to a Google Sheets spreadsheet Read More...
    When this happens...
    Easyship New Shipment
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Create Google Sheets spreadsheet rows for new Easyship shipment labels and save many hours in a month. This Appy Pie Connect integration lets you automatically add Google Sheets spreadsheet rows for new shipping labels letting you save time and eliminate manual work.
    How Does This Integration Work?
    • A new label is generated in Easyship
    • Appy Pie Connect add that label information to Google Sheets
    Apps Involved
    • Easyship
    • Google Sheets
  • Easyship Slack

    Easyship + Slack

    Send Slack messages when new Easyship shipping labels are created Read More...
    When this happens...
    Easyship New Shipment
     
    Then do this...
    Slack Send Channel Message
    You can now receive shipping label notifications from Easyship in Slack. Integrate Easyship with Slack and Appy Pie Connect will automatically create a new row in your Google Sheets spreadsheet for each label in Easyship. This way, your team won’t have to abandon the conversation to check on the latest shipping status.
    How Does This Integration Work?
    • A new label is created in Easyship
    • Appy Pie Connect send a message to a channel in Slack
    Apps Involved
    • Easyship
    • Slack
  • Easyship Zendesk

    Easyship + Zendesk

    Create Zendesk users for new Easyship shipping labels Read More...
    When this happens...
    Easyship New Shipment
     
    Then do this...
    Zendesk Create User
    Link your Zendesk account with Easyship and save valuable time by letting Appy Pie Connect do the work for you. After setting this integration up, Appy Pie Connect will create users for your business automatically from your new shipping labels. The integration will create a new user in your Zendesk account with their name, email address, company information as specified on the label
    How This Easyship-Zendesk Integration Work
    • A new label is created in Easyship
    • Appy Pie Connect creates a new user in Zendesk
    Apps Involved
    • Easyship
    • Zendesk
  • Easyship Zendesk

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Easyship {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Easyship + Wealthbox CRM in easier way

It's easy to connect Easyship + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Shipment

    Triggers when new shipment created.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Create a Shipment

    Create a shipment and receive accurate shipping quotes.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Easyship & Wealthbox CRM Integrations Work

  1. Step 1: Choose Easyship as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Easyship with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.