Fluid Pay + Wealthbox CRM Integration

Connect Fluid Pay to Wealthbox CRM in 1 click

Integrate Fluid Pay + Wealthbox CRM For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Fluid Pay + Wealthbox CRM Workflows

Create Fluid Pay contact for new Wealthbox CRM contact

Wealthbox CRM + Fluid Pay Integration

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Create Your Own Fluid Pay & Wealthbox CRM Integration Without Any Code

Create Custom Workflow

Transaction is created in Fluid Pay Instant
Transaction is captured in Fluid Pay Instant
Transaction is updated in Fluid Pay Instant
Transaction becomes void in Fluid Pay Instant
Transaction is settled in Fluid Pay Instant
Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM

Create invoice in Fluid Pay
Update invoice in Fluid Pay
Search invoice in Fluid Pay
Delete invoice in Fluid Pay
Get invoice by id in Fluid Pay
Create user in Fluid Pay
Create plan in Fluid Pay
Refund in Fluid Pay
Create add-on in Fluid Pay
Create discount in Fluid Pay
Search transaction in Fluid Pay
Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM

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Integrate Fluid Pay & Wealthbox CRM In 1 Click
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You Can Also Connect Fluid Pay or Wealthbox CRM With 1200+ Other Apps

Fluid Pay is a secure, cloud-based payment gateway that simplifies transaction processing for businesses of all sizes. PCI-compliant, 24/7/365 maintenance, and a business-centric approach make it a reliable and easy-to-use solution.

See Fluid Pay Integrations

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!

See Wealthbox CRM Integrations