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Wealthbox CRM + shippit Integrations

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

About Wealthbox CRM

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

About shippit

Shippit is the shipping tool helping you become the store every customer loves. Powering delivery for thousands of Australian sellers, stop dreading fulfilment and knock it out in minutes.

shippit Integrations
Connect Wealthbox CRM + shippit in easier way

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

    Triggers
  • 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
  • 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.

  • Create Order

    Creates an order.

  • Get Label information for an Order

    Retrieves labelling information for an Order using the tracking number.

  • Retrieve Quote

    Retrieve quote details for given specifications.

  • Track Order

    Track order by tracking number.

How Wealthbox CRM & shippit Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select shippit as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate shippit with Appy Pie Connect.

    (2 minutes)

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