Integrate Wealthbox CRM with Easy Redmine
Send information between Wealthbox CRM and Easy Redmine automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Easy Redmine each time a new task is created in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Easy Redmine every time a new task is added 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 Easy Redmine.
Create a new task in Easy Redmine each time a new task is created in Wealthbox CRM
Wealthbox CRM + Easy Redmine
Initiate a new project in Easy Redmine when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management tool by auto-syncing project details. This flow will initiate a new project in Easy Redmine when a new project is established 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 Easy Redmine.
Initiate a new project in Easy Redmine when a new project is established in Wealthbox CRM
Wealthbox CRM + Easy Redmine
Build your own integrations between Wealthbox CRM and Easy Redmine
Connect Wealthbox CRM and Easy Redmine 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 Easy Redmine 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
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created in the selected project
New project or subproject
Triggers when a new project or subproject is created
New time entry
Triggers when a new time entry is added in the selected project
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 time entry
Creates a new time entry
Create project income
Creates a new income for a project
Create project
Creates a new project
Create task
Creates a new task
Create project expense
Creates a new expense for a project
Create contact
Creates a new contact
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 Easy Redmine?
Easy Redmine is a project management tool with multiple views that lets you visualize your tasks and goals. Customize project templates, collaborate with your team mates, and track time spent efficiently.
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.
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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
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
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
