Connect CS-Cart and Wealthbox CRM

Both apps 39CS-Cart 18Wealthbox CRM 21

• Trigger
  New Customer

  Triggers when a new customer account is created in the CS-Cart store.

• Trigger
  New Order

  Triggers when a new order is placed in the CS-Cart store.

• Action
  Add category

  Creates a new product category in your CS-Cart store.

• Action
  Add customer

  Creates a new customer account in your CS-Cart store.

• Action
  Add shipment

  Creates a shipment for products in an order, with optional carrier and tracking number.

• Action
  Create Order (For CS-Cart)

  Creates an order in a CS-Cart storefront, for an existing customer or a guest. New orders always start with the Open status.

• Action
  Create Product

  Creates a product in your CS-Cart store with its name, price, categories, stock and other product details.

• Action
  Delete product

  Deletes a product from your CS-Cart store.

• Action
  Find Category by Name

  Finds a category in your CS-Cart store by its name and returns its details.

• Action
  Get customer

  Returns a customer's details (email, name, status, company and profile data) by their user ID.

• Action
  Get order

  Returns the full details of a CS-Cart order, including its products, customer, billing and shipping addresses, totals and status.

• Action
  Get product

  Returns a single product from your CS-Cart store, including its price, stock, categories, images and features.

• Action
  Get Shipment

  Returns one shipment by its ID, including its order, carrier, tracking number and status.

• Action
  List categories

  Returns the categories in the CS-Cart store, up to 1000.

• Action
  List orders

  Returns a list of orders from the store, optionally filtered by status, customer, storefront or vendor, email, invoice, or last-modified date.

• Action
  Update customer

  Updates an existing customer's details, such as name, email, company and status.

• Action
  Update order

  Updates an existing order, such as its status, products, total or customer details, optionally emailing notifications.

• Action
  Update product

  Updates an existing product in your CS-Cart store, such as its name, price, stock, status, descriptions, images or features. Only the fields you fill in are changed.

• Trigger
  New Comment

  Triggers when a new comment is added to a record in Wealthbox, such as a contact or task.

• Trigger
  New Contact

  Triggers when a new contact is created in Wealthbox.

• Trigger
  New Event

  Triggered when a new event is created in Wealthbox.

• Trigger
  New Note

  Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in Wealthbox.

• Trigger
  New Project

  Triggered when a new project is created in Wealthbox.

• Trigger
  New Task

  Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.

• Trigger
  New Workflow

  Triggered when a new workflow is created in Wealthbox.

• Trigger
  Task Complete

  Triggers when a task is marked complete in Wealthbox.

• Action
  Add Member to Household

  Adds an existing contact to an existing household with a chosen household role, and returns the updated household with its members.

• Action
  Create Household

  Creates a new household in Wealthbox and returns the household record.

• Action
  Create Project

  Creates a new project in Wealthbox and returns the created project.

• Action
  Delete contact

  Deletes an existing contact from your Wealthbox workspace.

• Action
  Delete household member

  Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.

• Action
  Delete task

  Deletes an existing task from the Wealthbox workspace and returns the deleted task.

• Action
  Find Contact

  Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.

• Action
  Get contact

  Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.

• Action
  Get opportunity

  Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.

• Action
  Get task

  Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.

• Action
  List tasks

  Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.

• Action
  Update project

  Updates the name or description of an existing project in Wealthbox CRM.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.