Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Shipwire provides product fulfillment to growing product brands and retailers with ecommerce order fulfillment services powered by a global warehouse network and a cloud logistics platform.Shipwire Integrations
Gmail + ShipwireAdd a new vendor to Shipwire on a starred Email in Gmail [REQUIRED : Business Gmail Account] Read More...
Use this integration and make your order fulfilment process more efficient. Once this integration is live, whenever you start an email in Gmail, Appy Pie Connect will automatically add a new vendor to your Shipwire. Don’t wait, just sign up for Appy Pie Connect and start connecting your Shipwire and Gmail now!
It's easy to connect Wealthbox CRM + Shipwire 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 new order occurred.
Triggers when a new product occurred.
Triggers when a new purchase order occurred.
Triggers when a new receiving occurred.
Triggers when a new return occurred.
Triggers when a new vendor occurred.
Triggers when new warehouse occurred.
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 order in shipwire.
Create a new vendor in shipwire.
Creates a new warehouse in shipwire.