Integrate Wealthbox CRM with Saleor
Send information between Wealthbox CRM and Saleor automatically, without writing any code, using Zoho Flow.
Build your own integrations between Wealthbox CRM and Saleor
Connect Wealthbox CRM and Saleor 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 Wealthbox CRM and Saleor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New project
Triggers when a new project is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
Order cancelled
Triggers when an order is cancelled
Product variant out of stock
Triggers when a product variant has no available stock in warehouse
Customer updated
Triggers when the details of a customer are updated
Order confirmed
Triggers when an order is confirmed
Order created
Triggers when a new order is created
Order refund
Triggers when an order is refunded
Product created
Triggers when a new product is created
Order fulfilled
Triggers when an order is fulfilled
Product updated
Triggers when a product is updated
Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create event
Creates a new event
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create note
Creates a new note
Fetch contact
Fetches a contact by email
Add note to order
Adds note to an order
Create customer
Create a new customer
Create draft order
Creates a new draft order
Create product variant
Creates a new product variant
Create user
Creates a new user
Create product
Creates a new product
Order refund
Initiates the refund of an exisiting order
Confirm order
Confirms an unconfirmed order by changing status to unfulfilled
Fetch variant
Fetches the details of an existing variant using ID, SKU, or search term
Fetch order
Fetches the details of an existing order using order ID or number
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product using Product ID, name or slug
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
What is Saleor?
Saleor is a GraphQL ecommerce platform that enables users to manage any number of storefronts, apps, and devices from a single back-end.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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