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
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.
Set up a task in Hubstaff every time a task is added in Wealthbox CRM
Wealthbox CRM + Hubstaff
Build your own integrations between Wealthbox CRM and Hubstaff
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Supported triggers and actions
Integrate Wealthbox CRM and Hubstaff 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
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 task
Creates a new to-do task for an existing project
Update project
Updates the details of an existing project
Update client
Updates details of an existing client
Update task
Updates the details of an existing task
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.
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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
