Integrate Linnworks with Wealthbox CRM
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Supported triggers and actions
Integrate Linnworks and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Item created
Triggers when an item is created
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Add order note
Adds a note to an order
Create order
Creates a new order
Add inventory item
Adds a new inventory item
Create category
Creates a new category
Create customer
Creates a new customer
Create supplier
Creates a new supplier
Update order note
Updates an existing order note
Fetch order
Fetches the details of an existing order by ID
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
What is Linnworks?
Linnworks is order management software that helps you manage inventory, bulk list products on multiple channels, and view historical sales to anticipate sales demand.
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What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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