Integrate Wealthbox CRM with Amazing Marvin
Send information between Wealthbox CRM and Amazing Marvin automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Amazing Marvin when a new project is established in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your personal productivity app from financial advisor CRM. This flow will set up a new project in Amazing Marvin each time a new project is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Amazing Marvin.
Initiate a new project in Amazing Marvin when a new project is established in Wealthbox CRM
Wealthbox CRM + Amazing Marvin
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Supported triggers and actions
Integrate Wealthbox CRM and Amazing Marvin 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
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
Start time tracking
Starts time tracking for a task
Unclaim reward points
Unclaims the reward points
Create task
Creates a new task
Claim reward points
Claims the available reward points
Mark task done
Marks the selected task as done
Spend reward points
Spends the available reward points
Create event
Creates a new event
Create project
Creates a new project
Stop time tracking
Stops time tracking for a task
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 Amazing Marvin?
Amazing Marvin is a personal productivity application that offers features like a day planner, time tracker, project management tool, timer, calendar, habit and goal tracker, and more.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
