Integrate Shipwire with Wealthbox CRM

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

Build your own integrations between Shipwire and Wealthbox CRM

Connect Shipwire 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 Shipwire and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when an order is created

Order canceled

Triggers when an order is canceled

Product created

Triggers when a new product is created

Inventory adjusted

Triggers when a change is made in the inventory stock

Purchase order created

Triggers when a new purchase order is created

Low stock alert ocurred

Triggers when there is a low stock alert

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 event

Triggers when a new event is created

New note

Triggers when a new note 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 marketing insert product

Creates a new product of any "marketing insert" classification

Create base product

Creates a new product of base product classification

Create purchase order

Creates a new purchase order

Create order

Creates a new order

Create stock adjustment

Makes a change in the stock count

Fetch product

Fetches the details of an existing product

Fetch order

Fetches the details of an existing order

Fetch vendor

Fetches the details of an existing vendor

Fetch purcahse order

Fetches the details of an existing purchase order

Fetch order tracking details

Fetches the details of an existing order tracking

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 Shipwire?

Shipwire is a cloud-based order-fulfillment platform that enables customers to manage e-commerce orders and inventory. The platform helps you manage orders and inventory levels, optimize shipping time and costs, flash transfer your inventory, and more.

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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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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