

Integrate Humanitix with Wealthbox CRM
Send information between Humanitix and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Humanitix and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Event created
Triggers when a new event is created

Order created
Triggers when a new order is made in one of your events

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

Fetch event
Fetches the details of an existing event using ID

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 Humanitix?
Humanitix is a not-for-profit ticketing platform that gives its entire proceeds from booking fees to children's charities. It lets you design beautiful events with your own branding, add merchandise to your tickets, handle the masses with its automated waitlist, and more.
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
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