Ecwid by Lightspeed + Wealthbox CRM

Ecwid by Lightspeed + Wealthbox CRM integrations

Create new Ecwid by Lightspeed customers from new Wealthbox CRM contacts

Effortlessly keep your Wealthbox CRM contacts and Ecwid by Lightspeed customer data in sync with this seamless integration. Whenever you add a new contact in Wealthbox CRM, this workflow will create a customer in your Ecwid by Lightspeed store, helping you efficiently maintain updated customer information across both platforms. This easy connection saves time and ensures a cohesive customer management experience for your business.

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 Ecwid by Lightspeed

Discover other triggers and actions you can use with Wealthbox CRM and Ecwid by Lightspeed

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
Trigger
Instant
Try It
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
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- 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
- Customer Email
- Agreed to receive email marketing
Trigger
Polling
Try It
New Paid Order
Triggered when a new paid order is placed (with line item support).
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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- Customer's Email
  Required
- Customer's Password
- Customer group ID
- Customer's Name
Action
Write
- Email
  Required
- Payment Status
  Required
- Fulfilment Status
  Required
- Product Name
  Required
- Product Price
  Required
- Product Quantity
  Required
- Product SKU
- Product Weight
- Payment Method
- Total
- Tax
- Order Comments
- Shipping Rate
- Shipping Person Name
- Shipping Method Name
- Shipping Person Company Name
- Shipping Person Street
- Shipping Person City
- Shipping Person Country Code
- Shipping Person Postal Code
- Shipping Person State Code
- Shipping Person Phone
- Billing Person Name
- Billing Person Company Name
- Billing Person Street
- Billing Person City
- Billing Person Country Code
- Billing Person Postal Code
- Billing Person State Code
- Billing Person Phone
- Subtotal
- Payment Module
- customerTaxExempt
- customerTaxId
- customerTaxIdValid
- reversedTaxApplied
- IP Address
- Coupon Discount
- Referer Url
- Volume Discount
- Customer ID
- Hidden
- Membership Based Discount
- Total And Membership Based Discount
- Discount
- Global Referer
- Create Date
- Customer Group
- Tracking Number
- Payment Message
- External Transaction ID
- Affiliate ID
- Private Admin Notes
- Pickup Time
- Accept Marketing
- Disable All Customer Notifications
- External Fulfillment
- External Order ID
Action
Write
- Product ID
  Required
- SKU
- Name
- Quantity
- Unlimited
- Price
- Compare To Price
- Weight
- Enabled
- Description
Action
Write
- Keyword
- Name
- Email
- Group ID
- Minimum number of order a customer placed
- Maximum number of order a customer placed
- Accept Marketing
- Created From
- Created To
- Updated From
- Updated To
Action
Search
- Keyword
- SKU
- Product ID
- Enabled
Action
Search
- Keyword
- SKU Number
- Product ID
- Enabled
- Title
  Required
- Price
  Required
- Description
- Quantity
- Weight
- Unlimited
- Compare To Price
- Is Shipping Required
- Warning Limit
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- 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
New Abandoned Cart
Triggered when a customer leaves an online store without making a purchase.
Trigger
Polling
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- Payment Status
- Fulfillment Status
Trigger
Polling
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- Payment Status
- Fulfillment Status
Trigger
Polling
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- Payment Status
- Fulfillment Status
Trigger
Polling
Try It
- Coupon Name
  Required
- Coupon Code
  Required
- Discount
- Discount Type
- Status
- Launch Date
- Expiration Date
- Total Limit
- Uses Limit
- applicationLimit
- Order Count
- repeatCustomerOnly
- catalogLimitProducts
- catalogLimitCategories
Action
Write
- Title
  Required
- Price
  Required
- SKU Number
- Description
- Quantity
- Weight
- Enabled
- Unlimited
- Compare To Price
- Is Shipping Required
- Warning Limit
Action
Write
- Product ID
  Required
- Link on your image
  Required
Action
Write
- Keywords
- Order Number
- Vendor Order Number
- Email
- Customer ID
- Payment Status
- Fulfillment Status
- Accept Marketing
- Referer ID
- Product ID
- Coupon Code
- Total From
- Total To
- Created From
- Created To
- Updated From
- Updated To
- Payment Method
- Shipping Method
Action
Search
- Keyword
- Customer's Name
- Customer's Email
  Required
- Group ID
- Minimum number of order a customer placed
- Maximum number of order a customer placed
- Accept Marketing
- Created From
- Created To
- Updated From
- Updated To
- Customer's Password
- Customer group ID
Action
Search or write

About Ecwid by Lightspeed

Ecwid by Lightspeed is a cloud online store builder which lets you instantly launch an online store on any website, Facebook page, or multiple sites simultaneously.

Learn moreLearn moreHelpHelp

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About Wealthbox CRM

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

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