![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/hubstaff.png)
Integrate Wealthbox CRM with Hubstaff
Send information between Wealthbox CRM and Hubstaff 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/hubstaff.png)
Set up a task in Hubstaff every time a task is added in Wealthbox CRM
Track the time spent on each task by creating a record in your time tracking software. This flow will create a task in Hubstaff as soon as a task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new to-do task for an existing project in Hubstaff.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/hubstaff.png)
Set up a task in Hubstaff every time a task is added in Wealthbox CRM
Wealthbox CRM + Hubstaff
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Hubstaff
Connect Wealthbox CRM and Hubstaff 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 Hubstaff 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
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/hubstaff.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/hubstaff.png)
Add client
Adds a new client
![](https://flow-public.nimbuspop.com/flow-apps/hubstaff.png)
Create task
Creates a new to-do task for an existing project
![](https://flow-public.nimbuspop.com/flow-apps/hubstaff.png)
Update project
Updates the details of an existing project
![](https://flow-public.nimbuspop.com/flow-apps/hubstaff.png)
Update client
Updates details of an existing client
![](https://flow-public.nimbuspop.com/flow-apps/hubstaff.png)
Update task
Updates the details of an existing task
![](https://flow-public.nimbuspop.com/flow-apps/hubstaff.png)
Fetch user
Fetches the details of an existing user by user 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.
Similar apps
What is Hubstaff?
Hubstaff is an employee work tracker with screenshots, timesheets, billing, in-depth reports, and more.
Similar apps
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