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Wealthbox CRM + Shipwire Integrations

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

About Wealthbox CRM

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

About Shipwire

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
Shipwire Alternatives

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

  • Shipcloud Shipcloud
  • ShipStation ShipStation

Best Wealthbox CRM and Shipwire Integrations

  • Wealthbox CRM Shipwire

    Gmail + Shipwire

    Add a new vendor to Shipwire on a starred Email in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Wealthbox CRM New Starred Email
     
    Then do this...
    Shipwire Create Vendor

    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!

    How this integration works
    • An email is starred in Gmail inbox
    • Appy Pie Connect automatically adds a new vendor to Shipwire
    What You Need
    • A Gmail account
    • A Shipwire account
  • Wealthbox CRM Shipwire

    {{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 + Shipwire in easier way

It's easy to connect Wealthbox CRM + Shipwire 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 Order

    Triggers when a new order occurred.

  • New Product

    Triggers when a new product occurred.

  • New Purchase Order

    Triggers when a new purchase order occurred.

  • New Receiving

    Triggers when a new receiving occurred.

  • New Return

    Triggers when a new return occurred.

  • New Vendor

    Triggers when a new vendor occurred.

  • New Warehouse

    Triggers when new warehouse 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

    Create a new order in shipwire.

  • Create Vendor

    Create a new vendor in shipwire.

  • Create Warehouse

    Creates a new warehouse in shipwire.

How Wealthbox CRM & Shipwire 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 Shipwire as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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