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Integrate Wealthbox CRM with GatherContent
Send information between Wealthbox CRM and GatherContent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a new project in GatherContent when a new project is established in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in GatherContent 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 GatherContent.
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Initiate a new project in GatherContent when a new project is established in Wealthbox CRM
Wealthbox CRM + GatherContent
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Build your own integrations between Wealthbox CRM and GatherContent
Connect Wealthbox CRM and GatherContent with over 1000+ 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 GatherContent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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New workflow
Triggers when a new workflow is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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Conversation started
Triggers when a new conversation is started
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Item structure updated
Triggers when the details of an existing item structure are updated
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Comment added in a conversation
Triggers when a new comment is added in a conversation
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Comment updated
Triggers when the details of an existing comment are updated
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Workflow status created
Triggers when a new workflow status is created
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Shareable link generated
Triggers when a shareable link is generated for an item in a project
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Assign user to item
Triggers when a new user is assigned to an item
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Conversation resolved
Triggers when a conversation is resolved
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Item created
Triggers when a new item is created
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Item overdue
Triggers when an item in the project goes past a scheduled date for workflow status
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Template created or updated
Triggers when a template is created or updated
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Workflow status updated
Triggers when the details of an existing workflow status are updated
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Item status updated
Triggers when the status of an existing item are updated
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create task
Creates a new task
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Fetch contact
Fetches a contact by email
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Create folder
Creates a new folder
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Set item status
Sets the workflow status for the selected item
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Rename folder
Renames an existing folder
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Create item
Creates a new item
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Rename item
Renames an existing item
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Set item template
Sets the template for the selected item
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Move item to folder
Moves item to an existing folder
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Create project
Creates a new project
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Fetch item
Fetches the details of an existing item using ID
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Fetch project
Fetches the details of an existing project using ID
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.
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What is GatherContent?
GatherContent is a content operations platform that helps organizations create and manage content in a single place.
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