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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Wealthbox CRM + Stripe 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
  • Stripe
    Charge is captured in Stripe Instant
  • Stripe
    Charge is successful in Stripe Instant
  • Stripe
    Charge is failed in Stripe Instant
  • Stripe
    Subscription is created in Stripe
  • Stripe
    Subscription is cancelled in Stripe
  • Stripe
    Customer is created in Stripe Instant
  • Stripe
    Customer is updated in Stripe Instant
  • Stripe
    Charge dispute is created in Stripe Instant
  • Stripe
    Fraud warning is created in Stripe Instant
  • Stripe
    Charge dispute funds is withdrawn in Stripe Instant
  • Stripe
    Fraud warning is updated in Stripe Instant
  • Stripe
    Charge dispute is closed in Stripe Instant
  • Stripe
    Charge dispute funds is reinstated in Stripe Instant
  • Stripe
    Charge dispute is updated in Stripe Instant
  • Stripe
    Issuing dispute is created in Stripe Instant
  • Stripe
    Issuing dispute fund is reinstated in Stripe Instant
  • Stripe
    Issuing dispute is closed in Stripe Instant
  • Stripe
    Issuing dispute is submitted in Stripe Instant
  • Stripe
    Issuing dispute is updated in Stripe Instant
  • Stripe
    Checkout session is completed in Stripe Instant
  • Stripe
    Payment intent is successfully paid in Stripe Instant
  • Stripe
    Payment intent is created in Stripe Instant
  • Stripe
    Payment intent is failed in Stripe Instant
  • Stripe
    Refund is issued in Stripe
  • Stripe
    Event is added in Stripe
  • Stripe
    Invoice is created in Stripe Instant
  • Stripe
    Invoice is paid in Stripe Instant
  • Stripe
    Invoice is updated in Stripe Instant
  • Stripe
    Invoice is sent in Stripe Instant
  • Stripe
    Draft invoice is finalized in Stripe Instant
  • Stripe
    Draft invoice is deleted in Stripe Instant
  • Stripe
    Coupon is added in Stripe
  • Stripe
    Invoice payment is successful in Stripe Instant
  • Stripe
    Payout is created in Stripe Instant
  • Stripe
    Dispute is created in Stripe
  • Stripe
    Invoice payment is failed in Stripe Instant
  • Stripe
    Payout is updated in Stripe Instant
  • Stripe
    Payout attempt is failed in Stripe Instant
  • Stripe
    Payment intent is cancelled in Stripe Instant
  • Stripe
    Payment intent requires action in Stripe Instant
  • Stripe
    Payout is cancelled in Stripe Instant
  • Stripe
    Product is created in Stripe Instant
  • Stripe
    Product is updated in Stripe Instant
  • Stripe
    Product is deleted in Stripe Instant
  • Stripe
    Invoice item is created in Stripe Instant
  • Stripe
    Invoice item is updated in Stripe Instant
  • Stripe
    Invoice item is deleted in Stripe Instant
  • Stripe
    Plan is created in Stripe Instant
  • Stripe
    Plan is updated in Stripe Instant
  • Stripe
    Plan is deleted in Stripe Instant
  • Stripe
    Quote is created in Stripe Instant
  • Stripe
    Quote is accepted in Stripe Instant
  • Stripe
    Quote is cancelled in Stripe Instant
  • Stripe
    Quote is finalized in Stripe 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
  • Stripe
    Create customer in Stripe
  • Stripe
    Search customer by email in Stripe
  • Stripe
    Get customer by id in Stripe
  • Stripe
    Update customer in Stripe
  • Stripe
    Delete customer in Stripe
  • Stripe
    Send invoice in Stripe
  • Stripe
    Create an invoice in Stripe
  • Stripe
    Create an invoice (line item support) in Stripe
  • Stripe
    Search latest invoice by customer id in Stripe
  • Stripe
    Finalize invoice in Stripe
  • Stripe
    Update invoice in Stripe
  • Stripe
    Get invoice by id in Stripe
  • Stripe
    Delete draft invoice in Stripe
  • Stripe
    Create a subscription in Stripe
  • Stripe
    Cancel subscription in Stripe
  • Stripe
    Search subcriptions by customer in Stripe
  • Stripe
    Get subscription by id in Stripe
  • Stripe
    Create product in Stripe
  • Stripe
    Search product by name in Stripe
  • Stripe
    Get product by id in Stripe
  • Stripe
    Update product in Stripe
  • Stripe
    Delete product in Stripe
  • Stripe
    Create an invoice item in Stripe
  • Stripe
    Update invoice item in Stripe
  • Stripe
    Create payment link in Stripe
  • Stripe
    Create price for product in Stripe
  • Stripe
    Create coupon in Stripe
  • Stripe
    Create payout in Stripe
  • Stripe
    Search product price by product id in Stripe
  • Stripe
    Attach payment method in Stripe
  • Stripe
    Create payment method in Stripe
  • Stripe
    Confirm a payment intent in Stripe
  • Stripe
    Update coupon in Stripe
  • Stripe
    Delete coupon in Stripe
  • Stripe
    Delete invoice item in Stripe
  • Stripe
    Cancel a payment intent in Stripe
  • Stripe
    Cancel payout in Stripe
  • Stripe
    Capture a payment intent in Stripe
  • Stripe
    Get payment intent by id in Stripe
  • Stripe
    Search latest payment intent by customer in Stripe
  • Stripe
    Get charge by id in Stripe
  • Stripe
    Search latest charge for customer in Stripe
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