Wealthbox CRM + Zoho Billing

Create and update Zoho Billing customers from new Wealthbox CRM contacts

Effortlessly maintain your customer information up to date with this seamless workflow between Wealthbox CRM and Zoho Billing. When a new contact is added in Wealthbox CRM, their details will be instantly updated in Zoho Billing as a customer. Say goodbye to time-consuming manual updates and keep your customer records accurate and organized across both platforms.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Update Customer
Update an existing customer.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
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
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Credit Note Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Quote Number
- Customer NameRequired
- Quote Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Quote Notes
- Quote Terms
- Shipping Charge
- Send Quote Only to Primary Contact
Action
Write
- Organization
- Item NameRequired
- RateRequired
- Item Description
- SKU
- Unit
- Is Taxable
Action
Write
- Organization
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice Date
- DescriptionRequired
- RateRequired
- Notes
- Terms
Action
Write
- OrganizationRequired
- Display Name
- Email
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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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
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
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- OrganizationsRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Invoice IDRequired
- Payment ModeRequired
- Description
- Reference Number
Action
Write
- OrganizationRequired
- VAT Treatment
- Display NameRequired
- First Name
- Last Name
- EmailRequired
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
- Enable Portal
Action
Write
- OrganizationRequired
- Customer Name
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Invoice Only to Primary Contact
Action
Write
- OrganizationRequired
- Plan CodeRequired
- Plan Quantity
- Addons
- Coupon Code
- Starts At
- Customer
- Email
- Display Name
- First Name
- Last Name
- Company Name
- Website
- Mobile
- Work Phone
- Currency Code
- Customer Payment Terms
- Enable Portal
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Address Country
- Shipping Address Fax
- Contact Persons
- Customer Custom Fields
- Exchange Rate
- Customer Notes
- Reference
- Sales Person Name
- Subscription Custom Fields
Action
Write
- OrganizationRequired
- Customer IDRequired
- Display Name
- First Name
- Last Name
- Email
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address Zip
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Zip
- Shipping Address Fax
- Notes
- Custom Fields
Action
Write
- OrganizationRequired
- Invoice#Required
Action
Search

About Wealthbox CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho Billing

Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.

Learn more Help

Related categories

Similar apps

Recurly

Payment Processing

Chargify

Payment Processing

Cheddar

Payment Processing

PRODUCTS

CAPABILITIES

By team

Wealthbox CRM + Zoho Billing

Create and update Zoho Billing customers from new Wealthbox CRM contacts

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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