Wealthbox CRM + Paystack Integration

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Paystack + Wealthbox CRM Integration

Create Wealthbox CRM opportunity from new Paystack charge

If you use Paystack to process payments, you can now use this integration to create opportunity in Wealthbox CRM right from the charge screen.

This will save you time by automatically creating a opportunity for each charge made through Paystack. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Paystack + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Paystack charge

If you've been using Paystack to power your online payments, you'll be happy to know that integration with Wealthbox CRM will make it even easier for you to keep track of your payments and contact.

With this integration, when a charge is added in Paystack, a contact will automatically be created in Wealthbox CRM. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Paystack and Wealthbox CRM, be sure to check it out!
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Paystack + Wealthbox CRM Integration

Create Wealthbox CRM task for new Paystack charge

If you're using Paystack to process your payments, you can easily create task in Wealthbox CRM for each charge. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each charge will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Paystack and Wealthbox CRM accounts, and we'll take care of the rest!
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Wealthbox CRM + Paystack Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • Paystack
    Transaction is successful in Paystack
  • Paystack
    Transaction is abandoned in Paystack
  • Paystack
    Transaction is failed in Paystack
  • Paystack
    Charge is paid in Paystack Instant
  • Paystack
    Customer is created in Paystack
  • Paystack
    Subscription is created in Paystack
  • Paystack
    Subscription is disabled in Paystack Instant
  • Paystack
    Subscription is cancelled in Paystack
  • Paystack
    Transfer is completed in Paystack Instant
  • Paystack
    Transfer is reversed in Paystack Instant
  • Paystack
    Transfer is failed in Paystack Instant
  • Paystack
    Refund is created in Paystack
  • Paystack
    Invoice is created in Paystack Instant
  • Paystack
    Invoice payment is failed in Paystack Instant
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by email in Wealthbox CRM
  • Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM
  • Wealthbox CRM
    Search contact by name in Wealthbox CRM
  • Wealthbox CRM
    Get contact by id in Wealthbox CRM
  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Create Task in Wealthbox CRM
  • Wealthbox CRM
    Update Task in Wealthbox CRM
  • Wealthbox CRM
    Create Note in Wealthbox CRM
  • Wealthbox CRM
    Update Note in Wealthbox CRM
  • Wealthbox CRM
    Create Event in Wealthbox CRM
  • Wealthbox CRM
    Update Event in Wealthbox CRM
  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM
  • Wealthbox CRM
    Create Project in Wealthbox CRM
  • Wealthbox CRM
    Update Project in Wealthbox CRM
  • Paystack
    Create Invoice in Paystack
  • Paystack
    Update invoice in Paystack
  • Paystack
    Create transfer in Paystack
  • Paystack
    Send simple invoice in Paystack
  • Paystack
    Resolve account number in Paystack
  • Paystack
    Create transfer recipient in Paystack
  • Paystack
    Search transfer in Paystack
  • Paystack
    Create subscription in Paystack
  • Paystack
    Search transaction in Paystack
  • Paystack
    Create refund in Paystack
  • Paystack
    Search customer in Paystack
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