Cin7 Core Inventory + Wealthbox CRM

Cin7 Core Inventory + Wealthbox CRM integrations

Create DEAR Inventory customers from new Wealthbox CRM contacts

Effortlessly keep your Wealthbox CRM and DEAR Inventory contacts in sync with this seamless workflow. Whenever a new contact is added to Wealthbox CRM, the contact will be created as a customer in DEAR Inventory. This automation helps you maintain organized and accurate records, saving time and ensuring smooth collaboration between both platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Wealthbox CRM and Cin7 Core Inventory

Discover other triggers and actions you can use with Wealthbox CRM and Cin7 Core Inventory

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
- Status
  Required
Trigger
Instant
Try It
Sale Additional Info Added
Triggers when an additional information is added to a sale
Trigger
Instant
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- Event Type
  Required
Trigger
Instant
Try It
Sale Credit Note Authorised
Triggers when a sales credit note authorised.
Trigger
Instant
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Sale Invoice Authorised
Triggers when a sales invoice authorised.
Trigger
Instant
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Sale Shipment Tracking Number Changed
Triggers when a sale's shipment tracking number changed.
Trigger
Instant
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Stock Level Update
Triggered when a change is made to product availability.
Trigger
Instant
Try It
- Sale ID
  Required
- File Name
  Required
- Is Processed
- File Content
- File Download URL
Action
Write
- Sale ID
  Required
- Status
  Required
- SKU
  Required
- Location
  Required
- Package #
- Quantity
  Required
- Batch Serial Number
- Expiry Date
Action
Write
- SKU
  Required
- Name
  Required
- Category
  Required
- Brand
- Type
  Required
- Costing Method
  Required
- DropShip Mode
- Length
- Width
- Height
- Weight
- Unit of Measure
  Required
- Weight Unit of Measure
- Dimensions Unit of Measure
- Barcode
- Minimum Before Reorder
- Reorder Quantity
- Price Tier 1
  Required
- Price Tier 2
- Price Tier 3
- Price Tier 4
- Price Tier 5
- Price Tier 6
- Price Tier 7
- Price Tier 8
- Price Tier 9
- Price Tier 10
- Short Description
- Description
- Tags
- Stock Locator
- Pick Zones
Action
Write
- Sale ID
  Required
- Keep Existing Shipment Lines
- Status
  Required
- Require By Date
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Shipping Notes
- Shipment Date
  Required
- Carrier
- Package #
  Required
- Tracking Number
Action
Write
- From Location
  Required
- To Location
  Required
- Departure Date
  Required
- Completion Date
  Required
- Reference
- SKU
  Required
- Transfer Quantity
  Required
- Batch Serial Number
- Expiry Date
- Comment
Action
Write
- ID
  Required
- Name
- Currency
- Payment Term
- Discount
- TaxRule
- Carrier
- Sales Representative
- Location
- Comments
- Account Receivable
- Revenue Account
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Sale ID
  Required
- Customer
  Required
- Contact
- Phone
- Email
- Order Date
- Sale Account
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State
- Billing Address Postcode
- Billing Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Carrier
- Ship By
- Tax Rule
- Tax Inclusive
- Terms
- Price Tier
- Location
- Note
- Customer Reference
- Sales Representative
- Currency Rate
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer Name
- Contact Name / Email
Action
Search
- Page number
  Required
- Limit per page
  Required
- ID of product
- Name of product
- Sku of product
- Non Zero Products Only
  Required
- Location
- Batch #
- Category
Action
Search
- Task ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Search
- Status
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Status
  Required
Trigger
Instant
Try It
- Status
  Required
Trigger
Instant
Try It
Sale Attachment Added
Triggers when an attachment is added to a sale
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Status
  Required
Trigger
Instant
Try It
- Name
  Required
- Currency
  Required
- Payment Term
  Required
- Discount
- TaxRule
  Required
- Carrier
- Sales Representative
- Location
- Comments
- Account Receivable
  Required
- Revenue Account
  Required
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Sale ID
  Required
- Payment Type
- Reference
- Amount
  Required
- Date Paid
  Required
- Account
  Required
- Currency Rate
  Required
Action
Write
- Customer
  Required
- Contact
- Phone
- Email
- Order Date
- Sale Account
- SKU
  Required
- Quantity
  Required
- Price
  Required
- Tax
  Required
- Total
  Required
- Line Order
- Discount
- Sale Account
- Tax Rule
  Required
- Comment
- DropShip
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State
- Billing Address Postcode
- Billing Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Carrier
- Ship By
- Tax Rule
- Tax Inclusive
- Terms
- Price Tier
- Location
- Note
- Customer Reference
- Invoice Status
- Order Status
- AutoPickPackShip Mode
- Sales Representative
- Invoice Date
- Invoice Due Date
- Currency Rate
- Order Memo
- Invoice Memo
- Reference
- Amount
- DatePaid
- Account
- Currency Rate
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
Action
Write
- Effective Date
  Required
- Account
- Reference
- SKU
  Required
- Quantity
  Required
- Unit Cost
  Required
- Location
  Required
- Batch Serial Number
- Expiry Date
- Comments
Action
Write
- Name
  Required
- Currency
  Required
- Payment Term
  Required
- Discount
- Tax Rule
  Required
- Comments
- Account Payable
  Required
- Tax Number
- Attribute Set
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Line 1 (required when Addresses provided)
- Line 2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Product ID
  Required
- SKU
  Required
- Name
  Required
- Category
  Required
- Brand
- Type
  Required
- Costing Method
  Required
- DropShip Mode
- Length
- Width
- Height
- Weight
- Unit of Measure
  Required
- Weight Unit of Measure
- Dimensions Unit of Measure
- Barcode
- Minimum Before Reorder
- Reorder Quantity
- Price Tier 1
  Required
- Price Tier 2
- Price Tier 3
- Price Tier 4
- Price Tier 5
- Price Tier 6
- Price Tier 7
- Price Tier 8
- Price Tier 9
- Price Tier 10
- Short Description
- Description
- Tags
- Stock Locator
- Pick Zones
Action
Write
- ID
  Required
- Name
  Required
- Currency
  Required
- PaymentTerm
  Required
- Discount
- Tax Rule
  Required
- Comments
- Account Payable
  Required
- Tax Number
- Attribute Set
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Line 1 (required when Addresses provided)
- Line 2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Assembly Status
- Search
- Sale ID
Action
Search
- Sale ID
- Order Number
- Invoice Number
- Credit Note Number
Action
Search
- Product ID
- Product Name
- Product SKU
Action
Search
- Task ID
  Required
Action
Search
- Sale ID
  Required
Action
Search
- Name
  Required
- Contact Name / Email
- Currency
  Required
- Payment Term
  Required
- Discount
- TaxRule
  Required
- Carrier
- Sales Representative
- Location
- Comments
- Account Receivable
  Required
- Revenue Account
  Required
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Search or write

About Cin7 Core Inventory

Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.

Learn moreLearn moreHelpHelp

Related categories

Accounting

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Update DEAR Inventory customers when new contacts are added in Wealthbox CRM

Related Zap Templates

Update DEAR Inventory customers when new contacts are added in Wealthbox CRM