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
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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
Customer added
Triggers when a new customer is added
Order created
Triggers when a new order is created
Refund created
Triggers when a new refund is created
Credit charge created
Triggers when a credit card is charged
Plan created
Triggers when a new Stripe plan is created
Coupon added
Triggers when a new Stripe coupon is added
Payment created
Triggers when a new payment is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create coupon code
Creates a new coupon code
Create plan
Creates a new plan
Create subscription
Creates a new subscription
Create product
Creates a new product
Create invoice item
Creates a new invoice item
Create customer
Creates a new customer
Update customer
Updates an existing customer
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 customer
Fetches an existing customer by unique Stripe ID and email address
Fetch promo code
Fetches the details of an existing promo code by its ID
Fetch invoice
Fetches the details of an existing invoice
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 note
Creates a new note
Create contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create event
Creates a new event
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.
Similar apps
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.
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Technical and Operations Head, TruAct
