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Integrate Backlog with Wealthbox CRM
Send information between Backlog and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Backlog whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow adds a new project in Backlog.
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Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Backlog
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Build your own integrations between Backlog and Wealthbox CRM
Connect Backlog and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Backlog and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Project created
Triggers when a new project is created
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User created
Triggers when a new user is created
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Issue updated
Triggers when an existing issue is updated
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Issue created
Triggers when a new issue is created
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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New workflow
Triggers when a new workflow is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks
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Add issue
Adds a new issue
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Add comment
Adds a comment to an existing issue
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Add project
Adds a new project
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Create project
Creates a new project
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Create task
Creates a new task
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Fetch contact
Fetches a contact by email
What is Backlog?
Backlog is an all-in-one project management application for teams. It provides issue tracking, Git hosting, version control, Wikis, and more.
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What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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