

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.
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Webhook triggers
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Learn more >Logic
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