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Wealthbox CRM + Stripe Integrations

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

About Wealthbox CRM

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

About Stripe

Stripe is an online payment processing platform that allows businesses to send and receive payments over the internet. From start-ups to Fortune 500 companies, every business can build a faster, more modern payment experience.

Stripe Integrations
Stripe Alternatives

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

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Best Wealthbox CRM and Stripe Integrations

  • Wealthbox CRM Gmail

    Stripe + Gmail

    Send Gmail emails for new Stripe customers Read More...
    When this happens...
    Wealthbox CRM New Customer
     
    Then do this...
    Gmail Send Email
    Send a welcome email from your Gmail account to every new Stripe customer with Gmail-Stripe integration. Once you set this integration up, Appy Pie Connect will automatically send a personalized email from your Gmail to your new Stripe customers immediately. We care about building relationships with customers first, and so should you. Give your new Stripe customers a warm welcome by integrating your Gmail with Stripe.
    How it Works
    • Triggers when a new Customer is created in your Stripe
    • Appy Pie Connect will send an email from your account in Gmail
    What You Need
    • A Stripe Account
    • A Gmail Account
  • Wealthbox CRM Google Sheets

    Stripe + Google Sheets

    Save Stripe events in a Google Sheets spreadsheet Read More...
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to make your business more organized, this integration can help you. Activate this integration and Appy Pie Connect will automatically archive all stripe events such as account authorizations, new customer, subscription, and others, automatically as new rows in a chosen Google Sheets spreadsheet. This Connect can help you share your Stripe data with anyone (clients) without giving them access.
    How It Works
    • Triggers when a new event is created in Stripe
    • Automatically adds a new row to a designated worksheet in Google Sheets
    What You Need
    • A Stripe account
    • A Google Sheets account
  • Wealthbox CRM Slack

    Stripe + Slack

    Get Slack notifications for new Stripe sales Read More...
    When this happens...
    Wealthbox CRM New Charge
     
    Then do this...
    Slack Send Channel Message
    Nothing motivates your sales team more than winning a deal. With this Stripe and Slack integration, you can have Slack notifications for every new stripe sale. You don’t need to learn to code, just follow our simple instructions and connect your Slack to Stripe. Once this integration has been set up, Appy Pie Connect sends a notification to your chosen slack channel every time a new purchase is made through your Stripe account.
    How It Works
    • Appy Pie Connect immediately sends a notification to your chosen Slack channel
    • triggers>
    What You Need
    • A Stripe account
    • A Slack account
  • Wealthbox CRM Google Sheets

    Stripe + Google Sheets

    Add new rows on the Google Sheets for every new Stripe sale Read More...
    When this happens...
    Wealthbox CRM New Charge
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to keep your Stripe data secure without any manual work, you've come to the right place. Activate this Stripe – Google Sheets integration with Appy Pie Connect and we will watch Stripe for you. Triggering with every new sale, this Connect will automatically send the information to Google Sheets as a new row. So, keep track of sales on Stripe by establishing this Connect.
    How This Integration Works
    • A new sale is made on Stripe
    • Appy Pie Connect automatically creates a new row on Google Sheets
    Apps Involved
    • A Stripe account
    • A Google account with access to Google Sheets spreadsheet
  • Wealthbox CRM Google Sheets

    Stripe + Google Sheets

    Archive Stripe customers as rows in a Google Sheets Read More...
    When this happens...
    Wealthbox CRM New Customer
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Archive new Stripe customers as rows in a Google Sheets spreadsheet automatically by connecting the two applications together. Once you’ve set up this integration, whenever you get a new Stripe customer, a new row will be added to your Google Sheets spreadsheet. This integration enables you to share Stripe customer data with the clients without giving them the access.
    How This Integration Works
    • A new customer is created on Stripe
    • Appy Pie Connect adds a new row to Google Sheets
    What You Need
    • A Stripe account
    • A Google account with Google Sheets access
  • Wealthbox CRM Google Sheets

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

It's easy to connect Wealthbox CRM + Stripe 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 Charge

    Triggers the moment a charge is made on someone's credit card.

  • New Customer

    Triggers the moment you add a new customer is added.

  • New Event

    Triggers every time a new event like a dispute, subscription, or transfer is added.

  • New Invoice

    Triggers when a new invoice is created (supports line items).

  • New Order

    Triggers upon creation of a new 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 Customer

    Creates a new customer.

  • Create Sale

    Creates a new sale.

How Wealthbox CRM & Stripe 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 Stripe as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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