Shift4Shop + Wealthbox CRM

Shift4Shop + Wealthbox CRM integrations

Create new Shift4Shop customers from new Wealthbox CRM contacts

Effortlessly keep your customer data up-to-date with this automation that connects Wealthbox CRM and Shift4Shop. Whenever a new contact is added in Wealthbox CRM, your team can instantly create a customer in Shift4Shop, saving time and ensuring accuracy across both platforms. Say goodbye to manual data entry and keep your focus on growing 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 Shift4Shop

Discover other triggers and actions you can use with Wealthbox CRM and Shift4Shop

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
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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
New Order
Triggers when a new order is placed.
Trigger
Instant
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Product Changed
Triggers when a product changed.
Trigger
Instant
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Product New
Triggers when a new product is created.
Trigger
Instant
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- CustomerId
- BillingFirstName
- BillingLastName
- BillingCompany
- BillingAddress
- BillingAddress2
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- BillingPhoneNumber
- BillingEmail
- ShipmentFirstName
- ShipmentLastName
- ShipmentCompany
- ShipmentAddress
- ShipmentAddress2
- ShipmentCity
- ShipmentState
- ShipmentZipCode
- ShipmentCountry
- ShipmentPhone
- ShipmentEmail
Action
Write
- Email
  Required
- Password
  Required
- BillingCompany
- BillingFirstName
- BillingLastName
- BillingAddress1
- BillingAddress2
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- BillingPhoneNumber
- BillingTaxID
- ShippingCompany
- ShippingFirstName
- ShippingLastName
- ShippingAddress1
- ShippingAddress2
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- ShippingPhoneNumber
- ShippingAddressType
- CustomerGroupID
- Enabled
- MailList
- NonTaxable
- DisableBillingSameAsShipping
- Comments
- AdditionalField1
- AdditionalField2
- AdditionalField3
- TotalStoreCredit
- ResetPassword
Action
Write
- Sku
- Name
  Required
- Cost
- Price
  Required
- RetailPrice
- SalePrice
- OnSale
- Stock
- Mfgid
- ShortDescription
- Gtin
- NonTaxable
- NotForSale
- Hide
- GiftCertificate
- HomeSpecial
- CategorySpecial
- NonSearchable
- ShipCost
- Weight
- Height
- Width
- Depth
- SelfShip
- FreeShipping
- RewardPoints
- RedeemPoints
- DisableRewards
- StockAlert
- ReorderQuantity
- InStockMessage
- OutOfStockMessage
- BackOrderMessage
- InventoryControl
- Description
- Keywords
- ExtraField1
- ExtraField2
- ExtraField3
- ExtraField4
- ExtraField5
- ExtraField6
- ExtraField7
- ExtraField8
- ExtraField9
- ExtraField10
- ExtraField11
- ExtraField12
- ExtraField13
- FeatureTitle
- FeatureDescription
- MainImageFile
- MainImageCaption
- ThumbnailFile
- AdditionalImageFile2
- AdditionalImageCaption2
- AdditionalImageFile3
- AdditionalImageCaption3
- AdditionalImageFile4
- AdditionalImageCaption4
- ImageGalleryFile
- ImageGalleryCaption
- ImageGallerySorting
- CanonicalUrl
- PriceLevel2
- PriceLevel2Hide
- PriceLevel3
- PriceLevel3Hide
- PriceLevel4
- PriceLevel4Hide
- PriceLevel5
- PriceLevel5Hide
- PriceLevel6
- PriceLevel6Hide
- PriceLevel7
- PriceLevel7Hide
- PriceLevel8
- PriceLevel8Hide
- PriceLevel9
- PriceLevel9Hide
- PriceLevel10
- PriceLevel10Hide
- Title
- CustomFileName
- MetaTags
Action
Write
- OrderID
- OrderStatusID
- InternalComments
- CustomerID
Action
Write
- Email
- First Name
- Last Name
- Country
- State
- City
- Phone
Action
Search
- Sku
- Name
- Cost
- Price
- Stock
- Hide
- Free Shipping
- On Sale
- Non Tax
- Not for Sale
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
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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
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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 Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Order Status Change
Triggers when the status of an order is changed.
Trigger
Instant
Try It
Product Deleted
Triggers when a product is deleted.
Trigger
Instant
Try It
Product Stock Changed
Triggers when a product stock changed.
Trigger
Instant
Try It
- OrderKey
  Required
- ItemQuantity
- CatalogID
  Required
Action
Write
- BypassOrderProcessing
- BypassOrderEmail
- InvoiceNumberPrefix
- InvoiceNumber
- CustomerID
- OrderDate
- OrderStatusID
- AlternateOrderID
- BillingFirstName
  Required
- BillingLastName
  Required
- BillingCompany
- BillingAddress
  Required
- BillingAddress2
- BillingCity
  Required
- BillingState
- BillingZipCode
- BillingCountry
  Required
- BillingPhoneNumber
  Required
- BillingEmail
- BillingOnLinePayment
- BillingPaymentMethodID
- ShipmentOrderStatus
- ShipmentAddress
  Required
- ShipmentAddress2
- ShipmentCity
  Required
- ShipmentCompany
- ShipmentCountry
  Required
- ShipmentEmail
- ShipmentFirstName
  Required
- ShipmentLastName
  Required
- ShipmentMethodName
- ShipmentShippedDate
- ShipmentPhone
  Required
- ShipmentState
  Required
- ShipmentZipCode
  Required
- ShipmentTax
- ShipmentTrackingCode
- ShipmentNumber
  Required
- CatalogID
  Required
- ItemID
- ItemShipmentID
- ItemQuantity
- ItemDescription
- ItemUnitPrice
- ItemWeight
- ItemOptionPrice
- ItemUnitCost
- ItemUnitStock
- OrderDiscount
- SalesTax
- OrderAmount
- TransactionID
- TransactionDateTime
- TransactionType
- TransactionMethod
- TransactionAmount
- TransactionApproval
- TransactionReference
- TransactionCVV2
- TransactionAVS
- TransactionResponseText
- TransactionResponseCode
- TransactionCaptured
- Referer
- Ip
- CustomerComments
- InternalComments
Action
Write
- Sku
- Name
  Required
- Cost
- Price
  Required
- RetailPrice
- SalePrice
- OnSale
- Stock
- ShortDescription
- Gtin
- Weight
- Height
- Width
- Depth
- Description
- Keywords
- MainImageFile
- MainImageCaption
- ThumbnailFile
- AdditionalImageFile2
- AdditionalImageCaption2
- AdditionalImageFile3
- AdditionalImageCaption3
- AdditionalImageFile4
- AdditionalImageCaption4
- Title
Action
Write
- OrderKey
  Required
Action
Search
- InvoicePrefix
- InvoiceNumber
- OrderStatus
- BillingEmail
- DateStart
- DateEnd
- LastUpdateStart
- LastUpdateEnd
Action
Search

About Shift4Shop

Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

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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