Integrate Wealthbox CRM with GatherContent
Send information between Wealthbox CRM and GatherContent automatically, without writing any code, using Zoho Flow.
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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.
Initiate a new project in GatherContent when a new project is established in Wealthbox CRM
Wealthbox CRM + GatherContent
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Supported triggers and actions
Integrate Wealthbox CRM and GatherContent 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
Conversation started
Triggers when a new conversation is started
Item structure updated
Triggers when the details of an existing item structure are updated
Comment added in a conversation
Triggers when a new comment is added in a conversation
Comment updated
Triggers when the details of an existing comment are updated
Workflow status created
Triggers when a new workflow status is created
Shareable link generated
Triggers when a shareable link is generated for an item in a project
Assign user to item
Triggers when a new user is assigned to an item
Conversation resolved
Triggers when a conversation is resolved
Item created
Triggers when a new item is created
Item overdue
Triggers when an item in the project goes past a scheduled date for workflow status
Template created or updated
Triggers when a template is created or updated
Workflow status updated
Triggers when the details of an existing workflow status are updated
Item status updated
Triggers when the status of an existing item are updated
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
Set item status
Sets the workflow status for the selected item
Rename folder
Renames an existing folder
Create item
Creates a new item
Rename item
Renames an existing item
Set item template
Sets the template for the selected item
Move item to folder
Moves item to an existing folder
Create project
Creates a new project
Fetch item
Fetches the details of an existing item using ID
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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