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Wealthbox CRM + Zoho Subscriptions Integrations

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

About Wealthbox CRM

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

About Zoho Subscriptions

Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.

Zoho Subscriptions Integrations
Zoho Subscriptions Alternatives

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

  • Stripe Stripe
  • Paypal Paypal
Connect Wealthbox CRM + Zoho Subscriptions in easier way

It's easy to connect Wealthbox CRM + Zoho Subscriptions 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.

  • Cancel Subscription

    Triggers when a subscription is canceled

  • New Invoice

    Triggers when a new Invoice is created

  • New Subscription

    Triggers when a new subscription is created

  • Payment Success

    Triggers when a payment received successfully

    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.

How Wealthbox CRM & Zoho Subscriptions 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 Zoho Subscriptions as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Subscriptions with Appy Pie Connect.

    (2 minutes)

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