Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
shipcloud is the shipping service provider and represents a new generation in package shipping. A cloud-based service, it enables small and medium-sized online vendors to work easily and efficiently with all major shipping providers.Shipcloud Integrations
It's easy to connect Wealthbox CRM + Shipcloud 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.
Triggers when a status for a shipment has been reached.
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.
Adding this action into your Connect will create a real shipment. To avoid being charged you can use your sandbox key for creating the connect and switch to the live api key once everything works fine.
Creates a new shipment quote.