Integrate Wealthbox CRM with Everhour

Send information between Wealthbox CRM and Everhour automatically, without writing any code, using Zoho Flow.

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Create a task in Everhour upon the addition of a task in Wealthbox CRM

Efficiently manage deadlines by logging all tasks in your time tracking app. This flow will set up a task in Everhour every time a task is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new task in the selected project in Everhour.
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Create a task in Everhour upon the addition of a task in Wealthbox CRM

Wealthbox CRM + Everhour

Build your own integrations between Wealthbox CRM and Everhour

Connect Wealthbox CRM and Everhour 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 Everhour 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 task

Triggers when a new task is created in the selected project

New project

Triggers when a new project is created

New section

Triggers when a new section is created in the selected project

New client

Triggers when a new client is added

Timer started

Triggers when a timer is started

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 project

Creates a new project

Add client

Adds a new client

Create section

Creates a new section in the selected project

Create task

Creates a new task in the selected project

Start timer

Starts timer for the selected task

Update task

Updates the details of an existing task

Stop timer

Stops the timer that is currently running

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.

CRM

What is Everhour?

Everhour is a time tracking, scheduling, and budgeting tool. You can track time, manage expenses, and analyze tasks with custom reports.

Time Tracking

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

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