![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/bigtime.png)
Integrate Wealthbox CRM with BigTime
Send information between Wealthbox CRM and BigTime 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/bigtime.png)
Create a task in BigTime as soon as a task is created in Wealthbox CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in BigTime upon the addition of a task 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 BigTime.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/bigtime.png)
Create a task in BigTime as soon as a task is created in Wealthbox CRM
Wealthbox CRM + BigTime
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and BigTime
Connect Wealthbox CRM and BigTime 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 BigTime 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/bigtime.png)
New staff
Triggers when a new staff is added
![](https://flow-public.nimbuspop.com/flow-apps/bigtime.png)
New time entry
Triggers when a new time entry is created
![](https://flow-public.nimbuspop.com/flow-apps/bigtime.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/bigtime.png)
New task
Triggers when a new task is added to the selected project
![](https://flow-public.nimbuspop.com/flow-apps/bigtime.png)
New invoice
Triggers when a new invoice is created
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/bigtime.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/bigtime.png)
Create invoice
Creates a new invoice
![](https://flow-public.nimbuspop.com/flow-apps/bigtime.png)
Create project
Creates 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 BigTime?
BigTime is online time and billing software. You can manage resource allocation, track the status of tasks, and customize invoices to suit your needs.
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.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >