Wizebank integration with LeadConnector
How to Add approved Wizebank applications as new or updated contacts in LeadConnector
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add approved Wizebank applications as new or updated contacts in LeadConnector" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Wizebank integrations
Wizebank actions
Nekton can use any feature that is available in Wizebank API.
Using our advanced AI, you can easily create custom automations for Wizebank.
Here are some typical actions you can do in your automated workflows.
Application Approved
Triggers when a submitted Wizebank application is approved.
Installment Charged
Triggers when an installment is charged for an in-house payment plan.
Order Completed
Triggers when a customer makes a purchase through Wizebank.
Application Declined
Triggers when a submitted Wizebank application is declined
Order Canceled
Triggers when a cancelation is initiated.
Order Refunded
Triggers when a refund is initiated.
About Wizebank
Wizebank gives your customers the freedom to pay over time while you get paid upfront. It’s a win-win.