?>

Wealthbox CRM + Vend Integrations

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

About Wealthbox CRM

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

About Vend

Vend is a cloud-based point of sale system for retailers of all types and sizes. Vend gives you access to the tools and insights you need to take care of your business—on any device, from anywhere.

Vend Integrations
Vend Alternatives

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

  • Shopify Shopify
  • BigCommerce BigCommerce
  • Magento 2.X Magento 2.X

Best Wealthbox CRM and Vend Integrations

  • Wealthbox CRM textin

    Vend + textin

    Get Permission from Colligso TextIn for every new Vend customer Read More...
    When this happens...
    Wealthbox CRM New / Updated Customer
     
    Then do this...
    textin Get Permission
    Reach out your customers with text messages for announcements, information, remarketing, new product launch, or for anything, and increase sales by integrating Colligso TextIn with Vend. After setting up this integration, you can automatically get Colligso TextIn permissions to send text (SMS) for every newly added customer in Vend. This Colligso TextIn-Vend integration will help you increase your sales like never before.
    How This Vend- Colligso TextIn Integration Works
    • A new customer is added to your Vend account
    • Appy Pie Connect automatically takes permission so send Text (SMS) to that contact from your Colligso TextIn account
    What You Need
    • A Vend account
    • A Colligso TextIn account
  • Wealthbox CRM textin

    Vend + textin

    Automatically add new Vend customers to Colligso TextIn Read More...
    When this happens...
    Wealthbox CRM New / Updated Customer
     
    Then do this...
    textin Create Customer
    Want to keep customers in the loop with important updates, new product announcements, or discount codes? When a new customer is added to Vend, this Colligso TextIn- Vend integration will automatically add their contact information to Colligso TextIn, helping you to keep in touch with your customers.
    How This Vend- Colligso TextIn Integration Works
    • A new customer is added to your Vend account
    • Appy Pie Connect automatically add their information to Colligso TextIn
    What You Need
    • A Vend account
    • A Colligso TextIn account
  • Wealthbox CRM textin

    {{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 + Vend in easier way

It's easy to connect Wealthbox CRM + Vend 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 / Updated Customer

    Trigger when new customer added or update any old customer.

  • New / Updated Product

    Trigger when new product added or update any old product.

  • New Sale

    Trigger when new sale added.

  • New Sale (Line Item Support)

    Trigger when new sale added.

  • New Supplier

    Trigger when new supplier added.

    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

    Create a new customer.

  • Create Order

    Create a new order.

  • Create Product

    Create a new product or update an old product.

How Wealthbox CRM & Vend 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 Vend as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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