Integrate Eventmaker.io with Wealthbox CRM
Send information between Eventmaker.io and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Eventmaker.io and Wealthbox CRM
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Supported triggers and actions
Integrate Eventmaker.io and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New check-in
Triggers when a guest checks-in to the selected event
Updated guest details
Triggers when the details of an existing guest are updated
New guest
Triggers when a new guest is added
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create guest
Creates a new guest
Update guest details
Updates the details of an existing guest
Fetch guest - By UID
Fetches the details of an existing guest by UID
Fetch guest - By email
Fetches the details of an existing guest by email
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
What is Eventmaker.io?
Eventmaker.io is an application for event and online registration management. You can manage access for events, generate custom badges, and track event reports in real time.
Similar apps
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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
