Integrate Wealthbox CRM with Breeze
Send information between Wealthbox CRM and Breeze automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Breeze each time a new task is created in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Breeze when 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 Breeze.
Create a new task in Breeze each time a new task is created in Wealthbox CRM
Wealthbox CRM + Breeze
Set up a new project in Breeze each time a new project is initiated in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management application. This flow will generate a new project in Breeze 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 creates a new project in Breeze.
Set up a new project in Breeze each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Breeze
Build your own integrations between Wealthbox CRM and Breeze
Connect Wealthbox CRM and Breeze with over 950+ 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 Breeze 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
Task updated
Triggers when a task is updated
Project created
Triggers when a new project is created
Task created
Triggers when a new task 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
Create to-do list
Creates a new to-do list for a task
Create task
Creates a new task
Create project
Creates a new project
Create to-do
Creates a new to-do in to-do list
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 Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.
Similar apps
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
