DEAR Inventory + Wealthbox CRM Integration

Connect DEAR Inventory to Wealthbox CRM - Automate your workflows in 1-click

Set up DEAR Inventory automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between DEAR Inventory & Wealthbox CRM using Integrately.
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Wealthbox CRM + DEAR Inventory Integration

Create DEAR Inventory order for new Wealthbox CRM opportunity

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Wealthbox CRM and DEAR Inventory work together to make accounting and bookkeeping simple.

When you create a opportunity in Wealthbox CRM, it will automatically create an order in DEAR Inventory. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Wealthbox CRM and DEAR Inventory.
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Wealthbox CRM + DEAR Inventory Integration

Create DEAR Inventory customer for new Wealthbox CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Wealthbox CRM, this automation will automatically create a customer in DEAR Inventory.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Wealthbox CRM and DEAR Inventory!
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DEAR Inventory + Wealthbox CRM Integration

Create Wealthbox CRM contact for new DEAR Inventory customer

If you are using DEAR Inventory, then you may want to also use Wealthbox CRM to manage your customer relationships. With the help of this automation, whenever you create a customer in DEAR Inventory, a corresponding contact will be created in Wealthbox CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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DEAR Inventory + Wealthbox CRM Integration

Create Wealthbox CRM task for new DEAR Inventory payment

When you make a payment in DEAR Inventory, be sure to create a task in Wealthbox CRM! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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DEAR Inventory + Wealthbox CRM Integration

Create Wealthbox CRM task for new DEAR Inventory customer

With the growth of DEAR Inventory, many companies are looking for ways to connect their DEAR Inventory account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Wealthbox CRM every time a customer is created in DEAR Inventory.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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DEAR Inventory + Wealthbox CRM Integration
1.
  • DEAR Inventory
    Order is authorized in DEAR Inventory

    Triggers the automation whenever an order is authorized

    Instant
  • DEAR Inventory
    Sale invoice is authorized in DEAR Inventory

    Triggers the automation whenever a sale invoice is authorized

    Instant
  • DEAR Inventory
    Stock level is updated in DEAR Inventory

    Triggers the automation whenever the stock level changes

    Instant
  • DEAR Inventory
    Shipment is authorized in DEAR Inventory

    Triggers the automation whenever a shipment is authorized

    Instant
  • DEAR Inventory
    Quote is authorized in DEAR Inventory

    Triggers the automation whenever a quote is authorized

    Instant
  • DEAR Inventory
    Shipment tracking number is changed in DEAR Inventory

    Triggers the automation whenever a shipment tracking number changes

    Instant
  • DEAR Inventory
    Sale pick is authorized in DEAR Inventory

    Triggers the automation whenever a sale pick is authorized

    Instant
  • DEAR Inventory
    Additional info is added to sale in DEAR Inventory

    Triggers the automation whenever additional information is added to a sale

    Instant
  • DEAR Inventory
    Sale is void/ undone in DEAR Inventory

    Triggers the automation whenever a sale is voided or undone

    Instant
  • DEAR Inventory
    Sale pack is authorized in DEAR Inventory

    Triggers the automation whenever a sale pack is authorized

    Instant
  • DEAR Inventory
    Partial payment is created in DEAR Inventory

    Triggers the automation whenever payment is made partially

    Instant
  • DEAR Inventory
    Sale is backordered in DEAR Inventory

    Triggers the automation whenever a sale is backordered

    Instant
  • DEAR Inventory
    Supplier is created/ updated in DEAR Inventory

    Triggers the automation whenever a supplier is created or updated

    Instant
  • DEAR Inventory
    Credit note is authorized in DEAR Inventory

    Triggers the automation whenever a credit note is authorized

    Instant
  • DEAR Inventory
    Customer is created/ updated in DEAR Inventory

    Triggers the automation whenever a new customer is created or an existing customer is updated

    Instant
  • DEAR Inventory
    Full payment is created in DEAR Inventory

    Triggers the automation whenever full payment is received

    Instant
  • DEAR Inventory
    Attachment is added to sale in DEAR Inventory

    Triggers the automation whenever any attachment is added to a sale

    Instant
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM

    Triggers the automation whenever any opportunity is updated

  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM

    Triggers the automation whenever new content is created

  • Wealthbox CRM
    Comment is created in Wealthbox CRM

    Triggers the automation whenever a new contact is created

  • Wealthbox CRM
    Event is created in Wealthbox CRM

    Automatically retrieves a contact's information based on their ID

  • Wealthbox CRM
    Project is created in Wealthbox CRM

    Triggers the automation whenever a new project is created

  • Wealthbox CRM
    Note is created in Wealthbox CRM

    Triggers the automation whenever a new note is created

2.
  • DEAR Inventory
    Search sale in DEAR Inventory

    Automatically retrieves details of a sale

  • DEAR Inventory
    Create sale in DEAR Inventory

    Automatically creates a new sale entry

  • DEAR Inventory
    Update sale in DEAR Inventory

    Automatically updates sale information

  • DEAR Inventory
    Add attachment to sale in DEAR Inventory

    Automatically attach sale information to email responses

  • DEAR Inventory
    Create customer in DEAR Inventory

    Automatically adds a new customer to the database

  • DEAR Inventory
    Update customer in DEAR Inventory

    Automatically updates a customer's information

  • DEAR Inventory
    Search customer in DEAR Inventory

    Automatically locate and retrieve customer information

  • DEAR Inventory
    Create stock adjustment in DEAR Inventory

    Automatically adjust stock levels in response to inventory changes

  • DEAR Inventory
    Search product availability in DEAR Inventory

    Automatically searches for product availability

  • DEAR Inventory
    Add pack to sale in DEAR Inventory

    Automatically adds a designated pack to a sale order

  • DEAR Inventory
    Add shipment to sale in DEAR Inventory

    Automatically updates sales information with corresponding shipment details

  • DEAR Inventory
    Create supplier in DEAR Inventory

    Automatically creates a new supplier record

  • DEAR Inventory
    Update supplier in DEAR Inventory

    Automatically sync supplier information with the latest updates

  • DEAR Inventory
    Search supplier in DEAR Inventory

    Automatically searches for a supplier

  • DEAR Inventory
    Create product in DEAR Inventory

    Automatically generates and launch new products

  • DEAR Inventory
    Update product in DEAR Inventory

    Automatically updates product information

  • DEAR Inventory
    Search product in DEAR Inventory

    Automatically searches for a product

  • DEAR Inventory
    Add payment to sale in DEAR Inventory

    Automatically processes payment and updates sale transaction

  • DEAR Inventory
    Search sale payments in DEAR Inventory

    Automatically searches for sale payments

  • DEAR Inventory
    Search Sale Invoice in DEAR Inventory

    Automatically retrieves details of a sale invoice

  • Wealthbox CRM
    Create Contact in Wealthbox CRM

    Automatically adds a new contact to the database

  • Wealthbox CRM
    Search contact by email in Wealthbox CRM

    Automatically finds and retrieves contact information using their email address

  • Wealthbox CRM
    Update Contact in Wealthbox CRM

    Automatically updates contact information with new details

  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM

    Automatically searches for a workflow template for a workflow

  • Wealthbox CRM
    Search contact by name in Wealthbox CRM

    Automatically find information about a contact using the name

  • Wealthbox CRM
    Get contact by id in Wealthbox CRM

    Automatically retrieves contact information based on the unique id provided

  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM

    Automatically creates a new instance of the support system

  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM

    Automatically updates the opportunity details as needed

  • Wealthbox CRM
    Create Task in Wealthbox CRM

    Automatically creates a new workflow

  • Wealthbox CRM
    Update Task in Wealthbox CRM

    Automatically updates the task with new information or changes

  • Wealthbox CRM
    Create Note in Wealthbox CRM

    Automatically creates a new note in the particular format

  • Wealthbox CRM
    Update Note in Wealthbox CRM

    Automatically updates a note with new information

  • Wealthbox CRM
    Create Event in Wealthbox CRM

    Automatically adds a new contact to the contact list

  • Wealthbox CRM
    Update Event in Wealthbox CRM

    Automatically updates event details with the latest information

  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM

    Triggers the automation whenever a new event is created

  • Wealthbox CRM
    Update workflow in Wealthbox CRM

    Triggers the automation whenever a workflow is created

  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM

    Triggers the automation whenever a new task is created

  • Wealthbox CRM
    Create Project in Wealthbox CRM

    Automatically creates a new project

  • Wealthbox CRM
    Update Project in Wealthbox CRM

    Automatically updates project information

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DEAR Inventory helps you manage your inventory, purchases, sales, suppliers and customers in one easy to use system. It is an all-in-one end-to-end solution for eCommerce, retail stores and wholesalers.

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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

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