Wealthbox CRM + Stripe Integration

Connect Wealthbox CRM to Stripe - Automate your workflows in 1-click

Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Stripe automations, you can effortlessly accept payments, manage subscriptions, and gain valuable insights into your financial data. Combine the benefits of both with Integrately’s Wealthbox CRM + Stripe integration.
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Stripe + Wealthbox CRM Integration

Create Wealthbox CRM opportunity from new Stripe charge

If you use Stripe 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 Stripe. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Stripe + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Stripe charge

If you've been using Stripe 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 Stripe, 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 Stripe and Wealthbox CRM, be sure to check it out!
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Stripe + Wealthbox CRM Integration

Create Wealthbox CRM task for new Stripe charge

If you're using Stripe 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 Stripe and Wealthbox CRM accounts, and we'll take care of the rest!
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Create Your Own Wealthbox CRM & Stripe Integration Without Any Code

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Wealthbox CRM + Stripe Integration
1.
  • 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

  • Stripe
    Charge is captured in Stripe

    Triggers the automation whenever a payment is made

    Instant
  • Stripe
    Charge is successful in Stripe

    Triggers the automation whenever a payment is made successfully

    Instant
  • Stripe
    Charge is failed in Stripe

    Triggers the automation whenever the payment fails

    Instant
  • Stripe
    Subscription is created in Stripe

    Triggers the automation whenever a new subscription is created

  • Stripe
    Subscription is cancelled in Stripe

    Triggers the automation whenever a subscription is cancelled

  • Stripe
    Customer is created in Stripe

    Triggers the automation whenever a new customer is created

    Instant
  • Stripe
    Customer is updated in Stripe

    Triggers the automation whenever customer details are updated

    Instant
  • Stripe
    Charge dispute is created in Stripe

    Triggers the automation whenever a new charge dispute is created

    Instant
  • Stripe
    Fraud warning is created in Stripe

    Triggers the automation whenever fraudulent activity is detected

    Instant
  • Stripe
    Charge dispute funds are withdrawn in Stripe

    Triggers the automation whenever funds are withdrawn after a charge is disputed

    Instant
  • Stripe
    Fraud warning is updated in Stripe

    Triggers the automation whenever a fraud warning is updated

    Instant
  • Stripe
    Charge dispute is closed in Stripe

    Triggers the automation whenever a charge dispute is closed

    Instant
  • Stripe
    Charge dispute funds are reinstated in Stripe

    Triggers the automation whenever any disputed charge funds are reinstated

    Instant
  • Stripe
    Charge dispute is updated in Stripe

    Triggers the automation whenever a charge dispute is updated

    Instant
  • Stripe
    Issuing dispute is created in Stripe

    Triggers the automation whenever a dispute is raised

    Instant
  • Stripe
    Issuing dispute fund is reinstated in Stripe

    Triggers the automation whenever a dispute fund is reinstated

    Instant
  • Stripe
    Issuing dispute is closed in Stripe

    Triggers the automation whenever a dispute is closed

    Instant
  • Stripe
    Issuing dispute is submitted in Stripe

    Triggers the automation whenever a dispute is submitted

    Instant
  • Stripe
    Issuing dispute is updated in Stripe

    Triggers the automation whenever a dispute is modified

    Instant
  • Stripe
    Checkout session is completed in Stripe

    Triggers the automation whenever a checkout session is completed

    Instant
  • Stripe
    Payment intent is successfully paid in Stripe

    Triggers the automation whenever a payment intent is successfully paid

    Instant
  • Stripe
    Payment intent is created in Stripe

    Triggers the automation whenever a payment intent is created

    Instant
  • Stripe
    Payment intent is failed in Stripe

    Triggers the automation whenever a payment intent fails

    Instant
  • Stripe
    Refund is issued in Stripe

    Triggers the automation whenever a refund is issued

  • Stripe
    Event is added in Stripe

    Triggers the automation whenever a new event is created

  • Stripe
    Invoice is created in Stripe

    Triggers the automation whenever any invoice is added or modified

    Instant
  • Stripe
    Invoice is paid in Stripe

    Triggers the automation whenever an invoice is marked as paid

    Instant
  • Stripe
    Invoice is updated in Stripe

    Triggers the automation whenever an invoice is updated

    Instant
  • Stripe
    Invoice is sent in Stripe

    Triggers the automation whenever an invoice is sent

    Instant
  • Stripe
    Draft invoice is finalized in Stripe

    Triggers the automation whenever a draft invoice is finalized

    Instant
  • Stripe
    Draft invoice is deleted in Stripe

    Triggers the automation whenever a draft invoice is deleted

    Instant
  • Stripe
    Coupon is added in Stripe

    Triggers the automation whenever a new coupon is added

  • Stripe
    Invoice payment is successful in Stripe

    Triggers the automation whenever an invoice is successfully paid

    Instant
  • Stripe
    Payout is created in Stripe

    Triggers the automation whenever a payout is created

    Instant
  • Stripe
    Dispute is created in Stripe

    Triggers the automation whenever a dispute is created

  • Stripe
    Invoice payment is failed in Stripe

    Triggers the automation whenever an invoice payment fails

    Instant
  • Stripe
    Payout is updated in Stripe

    Triggers the automation whenever a payout is updated

    Instant
  • Stripe
    Payout attempt is failed in Stripe

    Triggers the automation whenever a payout attempt fails

    Instant
  • Stripe
    Payment intent is cancelled in Stripe

    Triggers the automation whenever a payment intent is cancelled

    Instant
  • Stripe
    Payment intent requires action in Stripe

    Triggers the automation whenever a payment intent requires action

    Instant
  • Stripe
    Payout is cancelled in Stripe

    Triggers the automation whenever a payout is cancelled

    Instant
  • Stripe
    Product is created in Stripe

    Triggers the automation whenever a new product is created

    Instant
  • Stripe
    Product is updated in Stripe

    Triggers the automation whenever a product is updated

    Instant
  • Stripe
    Product is deleted in Stripe

    Triggers the automation whenever a product is deleted

    Instant
  • Stripe
    Invoice item is created in Stripe

    Triggers the automation whenever a new invoice item is created

    Instant
  • Stripe
    Invoice item is updated in Stripe

    Triggers the automation whenever an Invoice item is updated

    Instant
  • Stripe
    Invoice item is deleted in Stripe

    Triggers the automation whenever an Invoice item is deleted

    Instant
  • Stripe
    Plan is created in Stripe

    Triggers the automation whenever a new plan is created

    Instant
  • Stripe
    Plan is updated in Stripe

    Triggers the automation whenever a plan is updated

    Instant
  • Stripe
    Plan is deleted in Stripe

    Triggers the automation whenever a plan is deleted

    Instant
  • Stripe
    Quote is created in Stripe

    Triggers the automation whenever a new quote is created

    Instant
  • Stripe
    Quote is accepted in Stripe

    Triggers the automation whenever any quote is accepted

    Instant
  • Stripe
    Quote is cancelled in Stripe

    Triggers the automation whenever any quote is cancelled

    Instant
  • Stripe
    Quote is finalized in Stripe

    Triggers the automation once a quote has been finalized

    Instant
2.
  • 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

  • Stripe
    Create customer in Stripe

    Automatically adds a new customer to the database

  • Stripe
    Search customer by email in Stripe

    Automatically searches for a customer by their email address

  • Stripe
    Get customer by id in Stripe

    Automatically retrieves customer information based on their ID

  • Stripe
    Update customer in Stripe

    Automatically updates a customer's information

  • Stripe
    Delete customer in Stripe

    Automatically removes a customer from the database

  • Stripe
    Send invoice in Stripe

    Automatically generates and send invoices to clients

  • Stripe
    Create an invoice in Stripe

    Automatically generates a new invoice

  • Stripe
    Create an invoice (line item support) in Stripe

    Automatically creates a new invoice with support for line items

  • Stripe
    Search latest invoice by customer id in Stripe
  • Stripe
    Finalize invoice in Stripe

    Automatically generates and send the finalized invoice to the client

  • Stripe
    Update invoice in Stripe

    Automatically updates invoice details based on new information

  • Stripe
    Get invoice by id in Stripe

    Automatically retrieves a invoice using its ID

  • Stripe
    Delete draft invoice in Stripe

    Automatically removes a draft invoice

  • Stripe
    Create a subscription in Stripe

    Automatically sets up a recurring subscription

  • Stripe
    Cancel subscription in Stripe

    Automatically stop recurring payments and deactivate account access

  • Stripe
    Search subcriptions by customer in Stripe

    Automatically searches and retrieve subscriptions associated with a customer

  • Stripe
    Get subscription by id in Stripe

    Automatically retrieves a subscription record using its ID

  • Stripe
    Create product in Stripe

    Automatically generates and launch new products

  • Stripe
    Search product by name in Stripe

    Automatically searches for a product by name

  • Stripe
    Get product by id in Stripe

    Automatically retrieves product information using its ID

  • Stripe
    Update product in Stripe

    Automatically updates product information

  • Stripe
    Delete product in Stripe

    Automatically removes a selected product from the database

  • Stripe
    Create an invoice item in Stripe

    Automatically adds a new item to an invoice

  • Stripe
    Update invoice item in Stripe

    Automatically updates the details of an invoice item in your system

  • Stripe
    Create payment link in Stripe

    Automatically generates secure payment links for customers to make transactions

  • Stripe
    Create price for product in Stripe

    Automatically sets a price for a product

  • Stripe
    Create coupon in Stripe

    Automatically generates a discount code for a new promotional offer

  • Stripe
    Create payout in Stripe

    Automatically creates a new payout

  • Stripe
    Search product price by product id in Stripe

    Automatically searches for a product price by product ID

  • Stripe
    Attach payment method in Stripe

    Automatically attaches a payment method

  • Stripe
    Create payment method in Stripe

    Automatically set up a new payment method

  • Stripe
    Confirm a payment intent in Stripe

    Automatically process and verify payment transactions

  • Stripe
    Update coupon in Stripe

    Automatically updates coupon information

  • Stripe
    Delete coupon in Stripe

    Automatically removes coupon code from the system

  • Stripe
    Delete invoice item in Stripe

    Automatically removes a particular item from a particular invoice

  • Stripe
    Cancel a payment intent in Stripe

    Automatically cancels a payment transaction

  • Stripe
    Cancel payout in Stripe

    Automatically halt the process of transferring funds to a recipient

  • Stripe
    Capture a payment intent in Stripe

    Automatically capture payment details from a payment gateway

  • Stripe
    Get payment intent by id in Stripe

    Automatically retrieves a payment intent by its ID

  • Stripe
    Search latest payment intent by customer in Stripe
  • Stripe
    Get charge by id in Stripe

    Automatically retrieves a charge by its ID

  • Stripe
    Search latest charge for customer in Stripe
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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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Stripe is an internet business that transforms how businesses accept payments online. It allows you to accept credit card, debit cards, and other forms of payments seamlessly from your website or mobile application.

See Stripe Integrations

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