Connect Wealthbox CRM to Plentymarkets

Both apps 41Wealthbox CRM 21Plentymarkets 20

• 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.

• Action
  Add contact

  Creates a new contact (customer, supplier or other contact type) in Plentymarkets.

• Action
  Add item

  Creates a new item in Plentymarkets, together with its main variation.

• Action
  Add order

  Creates an order in Plentymarkets with its order items, addresses and properties.

• Action
  Add payment

  Creates a payment in Plentymarkets with the given amount, currency, payment method and status.

• Action
  Add variation

  Creates a new variation on an existing item, with its number, name, prices, dimensions, stock settings and linked categories, units and attributes.

• Action
  Find items by criteria

  Finds items matching criteria such as name, ID, manufacturer, flags or update date.

• Action
  Find orders by criteria

  Searches orders matching the criteria you supply, such as order ID, status, contact data, item or document number, and returns the matching orders.

• Action
  Get contact

  Returns a single contact by its ID, optionally including its addresses and accounts.

• Action
  Get item

  Returns a single item by its ID, including its type, stock type, manufacturer, flags and marketplace settings.

• Action
  Get order

  Returns a single order by its ID, optionally with addresses, payments, comments and other related details.

• Action
  Get variation

  Returns one variation of an item, optionally with related data such as prices, barcodes, stock or properties.

• Action
  List categories

  Returns the categories in your Plentymarkets system, optionally filtered by type, parent, name, store or tag.

• Action
  List contacts

  Returns a page of contacts from your Plentymarkets system, optionally filtered by name, email, dates, type and more.

• Action
  List payments

  Returns the payments recorded in your plentymarkets system, with amount, currency, status and payment method.

• Action
  List stock

  Returns stock levels per variation and warehouse across all warehouses, optionally filtered by variation or last-updated date.

• Action
  List warehouses

  Returns the warehouses set up in your Plentymarkets system, optionally sorted by id, name or priority.

• Action
  Update contact

  Updates an existing contact in Plentymarkets, such as name, email, title or contact options.

• Action
  Update item

  Updates an existing item's settings, such as its stock type, manufacturer, condition, flags, and marketplace categories.

• Action
  Update order

  Updates an existing order, such as its status, owner, items, properties, addresses or relations.

• Action
  Update variation

  Updates an existing variation of an item, such as its number, name, prices, dimensions, stock settings and linked categories, markets or warehouses.

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