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Wealthbox CRM + ShipStation Integrations

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

About Wealthbox CRM

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

About ShipStation

ShipStation is a web-based, multi-carrier shipping solution that is designed to save eCommerce retailers time and money on their order fulfillment process. With ShipStation you get access to a single set of powerful tools for managing your orders from creation through fulfillment—anywhere your business needs to ship.

ShipStation Integrations
ShipStation Alternatives

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

  • Shippo Shippo
Connect Wealthbox CRM + ShipStation in easier way

It's easy to connect Wealthbox CRM + ShipStation 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.

  • Item Ordered

    Triggers for each individual line item when a new order is created or imported.

  • Item Shipped

    Triggers for each individual line item when a new outbound shipping label is created for an order.

  • New Order

    Triggers when a new Order is created or imported in ShipStation

  • Order Shipped

    Triggers when a new outbound shipping label is created for an order.

    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

    Create Order

  • Mark an Order as Shipped

    Marks an order as shipped without creating a label in ShipStation.

How Wealthbox CRM & ShipStation 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 ShipStation as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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