Integrate Stripe with Wealthbox CRM
Send information between Stripe and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Stripe and Wealthbox CRM
Connect Stripe and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Stripe and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New session created
Triggers when a new session is created
Invoice item listed
Triggers when a new invoice item is listed
Refund created
Triggers when a new refund is created
Customer added
Triggers when a new customer is added
Coupon added
Triggers when a new Stripe coupon is added
Payout created
Triggers when a payout is created
Order created
Triggers when a new order is created
Plan created
Triggers when a new Stripe plan is created
Credit charge created
Triggers when a credit card is charged
Payment created
Triggers when a new payment 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
Create subscription
Creates a new subscription
Create plan
Creates a new plan
Create invoice item
Creates a new invoice item
Create product
Creates a new product
Create coupon code
Creates a new coupon code
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Update customer
Updates an existing customer
Fetch invoice
Fetches the details of an existing invoice
Fetch promo code
Fetches the details of an existing promo code by its ID
Fetch payment
Fetches the details of an existing payment by ID
Fetch coupon code
Fetches the details of an existing coupon code by its ID
Fetch charge
Fetches an existing charge by unique Stripe ID
Fetch customer
Fetches an existing customer by unique Stripe ID and email address
Find customer payment method
Finds a customer's payment method
Fetch product
Fetches a product by name or ID
Fetch order
Fetches an order by ID
Fetch plan
Fetches a plan by nick name or plan 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 Stripe?
Stripe provides a technical interface to process payments in your app or website. You can include trials, coupons, and your preferred payment methods.
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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
