Integrate Expiration Reminder with Wealthbox CRM
Send information between Expiration Reminder and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Expiration Reminder and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow 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
All Actions - Actions are the automated tasks
Add contact
Adds a new contact
Create expiration
Creates an expiration item
Renew item expiration
Renews an expiration item with a new date
Update expiration
Updates the details of an existing expiration
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch expiration
Fetches the details of an existing expiration
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is Expiration Reminder?
Expiration Reminder helps organizations around the world track, manage, and stay on top of document expiration dates by automatically tracking expiration dates for employee certifications, contracts, insurance, and more.
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.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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