Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Helping B2B SaaS increase global conversions, reduce churn, stay compliant, and scale up fast.Paddle Integrations
It's easy to connect Wealthbox CRM + Paddle without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Trigger when new payment made.
Trigger when new transaction is coming.
Trigger when new user created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Create a new coupon for the given product or a checkout.
Create a new subscription billing plan with the supplied parameters.