Integrate Wealthbox CRM with actiTIME
Send information between Wealthbox CRM and actiTIME automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in actiTIME each time a new task is initiated in Wealthbox CRM
Eliminate redundant work and streamline task management by creating a record in the time tracking application. This flow will create a task in actiTIME upon the addition of a task in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in actiTIME.
Create a task in actiTIME each time a new task is initiated in Wealthbox CRM
Wealthbox CRM + actiTIME
Build your own integrations between Wealthbox CRM and actiTIME
Connect Wealthbox CRM and actiTIME 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 Wealthbox CRM and actiTIME using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Project updated
Triggers when the details of an existing project is updated
Customer updated
Triggers when the details of an existing customer is updated
Task created
Triggers when a new task is created
Customer created
Triggers when a new customer is created
Project created
Triggers when a new project is created
Task updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
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
Create task
Creates a new task
Create project
Creates a new project
Create customer
Creates a new customer
Update project
Updates the details of an existing project
Update customer
Updates the details of an existing customer
Modify time-track
Modifies the existing value of time-track with the specified value
Update task
Updates the details of an existing task
Fetch project using ID
Fetches the details of an existing project using project ID
Fetch customer using name
Fetch customer details using the name
Fetch task using name
Fetches the details of an existing task using name
Fetch task using ID
Fetches the details of an existing task using task ID
Fetch customer using ID
Fetches the details of an existing customer using customer ID
Fetch project using name
Fetches the details of an existing project using name
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
What is actiTIME?
actiTIME is a time tracking application that lets users enter worked hours, time off, and sick leaves in a single interface. It also provides analysis and reports for any management or accounting needs.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
