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 900+ 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

Coupon added

Triggers when a new Stripe coupon is added

Customer added

Triggers when a new customer is added

Payment created

Triggers when a new payment is created

Refund created

Triggers when a new refund is created

Credit charge created

Triggers when a credit card is charged

Invoice item listed

Triggers when a new invoice item is listed

New session created

Triggers when a new session is created

Plan created

Triggers when a new Stripe plan is created

Order created

Triggers when a new order is created

Payout created

Triggers when a payout 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

Create customer

Creates a new customer

Create coupon code

Creates a new coupon code

Create product

Creates a new product

Create invoice item

Creates a new invoice item

Create invoice

Creates a new invoice

Create plan

Creates a new plan

Create subscription

Creates a new subscription

Update customer

Updates an existing customer

Fetch promo code

Fetches the details of an existing promo code by its ID

Fetch invoice

Fetches the details of an existing invoice

Fetch customer

Fetches an existing customer by unique Stripe ID and email address

Fetch charge

Fetches an existing charge by unique Stripe ID

Fetch coupon code

Fetches the details of an existing coupon code by its ID

Fetch payment

Fetches the details of an existing payment by ID

Find customrer payment method

Finds a customer's payment method

Fetch plan

Fetches a plan by nick name or plan ID

Fetch order

Fetches an order by ID

Fetch product

Fetches a product by name or ID

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 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.

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.

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