Integrate Shopify with Wealthbox CRM

Send information between Shopify and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Shopify and Wealthbox CRM

Connect Shopify and Wealthbox CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Shopify and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Fulfillment updated

Triggers when any detail of an existing fulfillment is updated

Blog created

Triggers when a new blog is created

Cart abandoned

Triggers when an open cart is abandoned

Order updated

Triggers when an existing order is updated

Order drafted

Triggers when an existing order is drafted

Order created

Triggers when a new order is created

Refund created

Triggers when a refund entry is created

Product added

Triggers when a new product is added

Checkout updated

Triggers when the details of an existing checkout are updated

Order paid

Triggers when an existing order is paid

Product updated

Triggers when the details of an existing product are updated

Customer updated

Triggers when the details of an existing customer are updated

Checkout created

Triggers when a new checkout is created

Draft order updated

Triggers when the details of an existing draft order are updated

Order fulfilled

Triggers when an existing order is fulfilled

Customer created

Triggers when a new customer is created

Order canceled

Triggers when an order is canceled in your store

Cart updated

Triggers when an existing cart is updated

Inventory item updated

Triggers when the details of an existing inventory item are updated

Fulfillment created

Triggers when a new fulfillment is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow 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

All Actions - Actions are the automated tasks

Add product

Adds a new product

Create discount code

Creates a new discount code

Create blog post

Creates a new post in the selected blog

Create product variants

Creates variants of an existing product

Create blog

Creates a new blog

Create customer

Creates a new customer

Update inventory quantity

Updates the quantity of a product or inventory item

Create draft order

Creates a new draft order

Create order

Creates a new order

Send invite

Sends invite to the selected customer

Update product

Updates the details of an existing product

Update discount code

Updates the details of an existing discount code

Update order

Updates the details of an existing order by ID

Update customer

Updates the details of an existing customer

Update product variant

Updates the details of a product's variants

Fetch order by name

Fetches the details of an existing order by name

Fetch product

Fetches a product by title

Fetch discount code

Fetches the details of an existing discount code by code

Fetch product variant by SKU

Fetches an existing product variant by SKU

Fetch transaction

Fetches the details of an existing transaction

Fetch latest customer order

Fetches the details of the latest customer order by customer ID

Fetch order

Fetches the details of an existing order by ID

Fetch transaction associated with order

Fetches the details of an existing transaction associated with an order

Fetch product variant

Fetches a product variant by title

Fetch customer

Fetches the details of an existing customer by name or email address

Create project

Creates a new project

Create task

Creates a new task

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Fetch contact

Fetches a contact by email

What is Shopify?

Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports.

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.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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