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
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!.
Create tasks in Aha! as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Aha!
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Supported triggers and actions
Integrate Wealthbox CRM and Aha! 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
Idea updated
Triggers when the details of an existing idea is updated
Page created
Triggers when a new page is created
Feature created
Triggers when a new feature is created
Product created
Triggers when a new product is added
Goal created
Triggers when a new goal is created
Idea created
Triggers when a new idea is created
Idea status changed
Triggers when an idea status is changed
Task created
Triggers when a new task is created
User created
Triggers when a new user is added
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 idea
Creates a new idea in the selected product
Create goal
Creates a new goal in the selected product
Create feature
Creates a new feature in the selected release
Create task
Creates a new task
Create product
Creates a new product
Add user
Adds a new user
Fetch user
Fetches the details of an existing user by email
Fetch feature
Fetches the details of an existing feature by name
Fetch product
Fetches the details of an existing product by its unique ID
Fetch idea
Fetches the details of an existing idea using ID or 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 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.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
