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Wealthbox CRM + Shippo Integrations

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

About Wealthbox CRM

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

About Shippo

Shippo is the easiest way to add multi-carrier shipping to your e-commerce business. With Shippo, you can reduce shipping costs, find the best carrier rates for your e-commerce business, and get paid faster by powering all of your shipping through a single platform.

Shippo Integrations
Shippo Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Wealthbox CRM and Shippo Integrations

  • Wealthbox CRM Shippo

    Gmail + Shippo

    Creates a new order in Shippo from email matching term in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Wealthbox CRM New Email Matching Search
     
    Then do this...
    Shippo Create Order

    Keeping up with emails you need to take an action on can be difficult, but by applying a specific term, you can create a new order in Shippo for further action. Once you set up this Gmail-Shippo integration, whenever you get a new email matching your search term in Gmail, Appy Pie Connect will automatically create a new order in Shippo, without any manual effort on your part. This allows you to easily create shipping labels for new orders without having to wait or enter the information yourself.

    How this works
    • A new email matching your search term is received on Gmail
    • Appy Pie Connect will automatically create a new order in Shippo
    What You Need
    • A Gmail account
    • A Shippo account
  • Wealthbox CRM Shippo

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

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

It's easy to connect Wealthbox CRM + Shippo 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.

  • New Carrier Account

    Triggers when a new carrier account occurred.

  • New Order

    Triggers when a new order occurred.

  • New Shipped Order

    Triggers when an order shipped.

  • New Shipping Label

    Triggers when a new shipping label occurred.

    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 a new order in Shippo.

How Wealthbox CRM & Shippo 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 Shippo as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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