![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
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
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
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.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Initiate a new project in GatherContent when a new project is established in Wealthbox CRM
Wealthbox CRM + GatherContent
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and GatherContent
Connect Wealthbox CRM and GatherContent with over 900+ 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
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Conversation started
Triggers when a new conversation is started
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Item structure updated
Triggers when the details of an existing item structure are updated
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Comment added in a conversation
Triggers when a new comment is added in a conversation
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Comment updated
Triggers when the details of an existing comment are updated
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Workflow status created
Triggers when a new workflow status is created
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Shareable link generated
Triggers when a shareable link is generated for an item in a project
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Assign user to item
Triggers when a new user is assigned to an item
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Conversation resolved
Triggers when a conversation is resolved
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Item created
Triggers when a new item is created
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Item overdue
Triggers when an item in the project goes past a scheduled date for workflow status
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Template created or updated
Triggers when a template is created or updated
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Workflow status updated
Triggers when the details of an existing workflow status are updated
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Item status updated
Triggers when the status of an existing item are updated
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Create folder
Creates a new folder
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Set item status
Sets the workflow status for the selected item
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Rename folder
Renames an existing folder
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Create item
Creates a new item
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Rename item
Renames an existing item
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Set item template
Sets the template for the selected item
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Move item to folder
Moves item to an existing folder
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
Fetch item
Fetches the details of an existing item using ID
![](https://flow-public.nimbuspop.com/flow-apps/gathercontent.png)
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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