Create integrations between FacturaDirecta and Wealthbox CRM to automate any workflow
WHEN THIS HAPPENS
New ContactAUTOMATICALLY DO THIS
Add Member to HouseholdEndless possibilities
Create your first workflow
Quickly automate workflows with FacturaDirecta and Wealthbox CRM using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
CompanyRequired
Type
Try ItCompanyRequired
Customer ID
Find Customer By Email
Find Customer By FiscalId
Customer Name
Customer Surname
Customer Email
Customer Phone
Customer Fiscal Id
Is final customer
Customer Address
Customer City
Customer Region
Customer Zip Code
Customer Country
External ID
Create as draft
Series
Created Date
Due Date
Visible notes
Internal notes
Tags
PDF Template
Currency
Line Total Decimals
Invoice total
Taxes Included
Auto calculate taxes
Mark as paid
Bank
Payment method
Send document
Include facturae
Generate PDF
Generate Facturae
Product SKU
Description
Quantity
Unit Price
Amount
Tax Codes
Tax Name
Tax Rate
Discount Rate
Tax amount
Shipping Item
Shipping Amount
Shipping Description
Shipping Tax Codes
Shipping Tax Name
Shipping Tax Rate. (Ex: 0.21)
Shipping Discount Rate. (Ex: 0.05)
Shipping Tax Amount
Rates Base 100
New Comment
Triggers when a new comment is created.
Try ItNew Event
Triggers when a new event is created.
Try It