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Connect Wealthbox to SimplyPrint

Move data between Wealthbox and SimplyPrint the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Wealthbox triggers
4
Wealthbox actions
11
SimplyPrint triggers
62
SimplyPrint actions
63

Automation ideas

What you can build with Wealthbox and SimplyPrint

A few flows teams run between Wealthbox and SimplyPrint. Use one as a starting point, or build your own from scratch.

  • New Task in Wealthbox creates List Printers in SimplyPrint

    Fires when a new task is created

  • Print Started in SimplyPrint creates Create Contact in Wealthbox

    Fires when a print job starts on any printer.

  • New Task in Wealthbox creates Get Farm Overview in SimplyPrint

    Fires when a new task is created

  • Print Started in SimplyPrint creates Create Note in Wealthbox

    Fires when a print job starts on any printer.

  • New Task in Wealthbox creates Get Printer in SimplyPrint

    Fires when a new task is created

  • Print Started in SimplyPrint creates Create Project in Wealthbox

    Fires when a print job starts on any printer.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in Wealthbox and acts in SimplyPrint, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.