![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
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
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
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!.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Create tasks in Aha! as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Aha!
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Aha!
Connect Wealthbox CRM and Aha! with over 900+ 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
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Idea updated
Triggers when the details of an existing idea is updated
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Page created
Triggers when a new page is created
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Feature created
Triggers when a new feature is created
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Product created
Triggers when a new product is added
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Goal created
Triggers when a new goal is created
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Idea created
Triggers when a new idea is created
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Idea status changed
Triggers when an idea status is changed
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Task created
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
User created
Triggers when a new user is added
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Create idea
Creates a new idea in the selected product
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Create goal
Creates a new goal in the selected product
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Create feature
Creates a new feature in the selected release
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Create product
Creates a new product
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Add user
Adds a new user
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Fetch user
Fetches the details of an existing user by email
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Fetch feature
Fetches the details of an existing feature by name
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
Fetch product
Fetches the details of an existing product by its unique ID
![](https://flow-public.nimbuspop.com/flow-apps/aha_.png)
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.
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