Integrate Wealthbox CRM with Backlog
Send information between Wealthbox CRM and Backlog automatically, without writing any code, using Zoho Flow.
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Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Backlog whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow adds a new project in Backlog.
Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Backlog
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Supported triggers and actions
Integrate Wealthbox CRM and Backlog 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
Project created
Triggers when a new project is created
User created
Triggers when a new user is created
Issue updated
Triggers when an existing issue is updated
Issue created
Triggers when a new issue is created
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
Add issue
Adds a new issue
Add comment
Adds a comment to an existing issue
Add project
Adds a new project
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 Backlog?
Backlog is an all-in-one project management application for teams. It provides issue tracking, Git hosting, version control, Wikis, and more.
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Custom functions
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