Integrate Wealthbox CRM with ClickUp
Send information between Wealthbox CRM and ClickUp automatically, without writing any code, using Zoho Flow.
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Create a new task in ClickUp each time a new task is created in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in ClickUp 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 under the selected list in ClickUp.
Create a new task in ClickUp each time a new task is created in Wealthbox CRM
Wealthbox CRM + ClickUp
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Supported triggers and actions
Integrate Wealthbox CRM and ClickUp 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
List created
Triggers when a new list is created
Time entry created
Triggers when a new time entry is created
Folder updated
Triggers when any detail of an existing folder is updated
Task status updated
Triggers when the status of a task in the selected space is updated
Task updated
Triggers when any detail of a task in the selected space is updated
Task created
Triggers when a new task is created
List updated
Triggers when any detail of an existing list is updated
Task moved
Triggers when a task is moved in the selected space
Folder created
Triggers when a new folder 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 folder
Creates a new folder
Create checklist
Creates a checklist for the specified task
Create subtask
Creates a new subtask under the specified task
Create list
Creates a new list
Add comment
Adds a comment to the specified task
Create task using template
Creates a new task using an existing template
Create task
Creates a new task under the selected list
Update list
Updates the details of the specified list
Update task
Updates the details of the specified task
Update task custom field
Updates the details of an existing task custom field
Fetch task
Fetches the details of an existing task by ID and custom fields
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 ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
