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Integrate Wealthbox CRM with Aha!
Send information between Wealthbox CRM and Aha! automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create tasks in Aha! as tasks are initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Aha! each time a new task is created 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 Aha!.
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Create tasks in Aha! as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Aha!
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Build your own integrations between Wealthbox CRM and Aha!
Connect Wealthbox CRM and Aha! 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 Aha! using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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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
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Idea updated
Triggers when the details of an existing idea is updated
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Page created
Triggers when a new page is created
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Feature created
Triggers when a new feature is created
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Product created
Triggers when a new product is added
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Goal created
Triggers when a new goal is created
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Idea created
Triggers when a new idea is created
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Idea status changed
Triggers when an idea status is changed
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Task created
Triggers when a new task is created
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User created
Triggers when a new user is added
All Actions - Actions are the automated tasks
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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
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Create idea
Creates a new idea in the selected product
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Create goal
Creates a new goal in the selected product
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Create feature
Creates a new feature in the selected release
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Create task
Creates a new task
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Create product
Creates a new product
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Add user
Adds a new user
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Fetch user
Fetches the details of an existing user by email
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Fetch feature
Fetches the details of an existing feature by name
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Fetch product
Fetches the details of an existing product by its unique ID
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Fetch idea
Fetches the details of an existing idea using ID or name
What is Aha!?
Aha! is a project management tool that helps you track releases and ideas. You can set goals, build roadmaps, and consolidate information into a knowledge base.
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