![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Integrate Wealthbox CRM with IT Portal
Send information between Wealthbox CRM and IT Portal 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/it_portal.png)
Generate a new contact in IT Portal each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in IT Portal whenever a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in IT Portal.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Generate a new contact in IT Portal each time a new contact is created in Wealthbox CRM
Wealthbox CRM + IT Portal
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and IT Portal
Connect Wealthbox CRM and IT Portal 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 IT Portal 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/it_portal.png)
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article 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/it_portal.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Create company
Creates a new company
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Create knowledge base article
Creates a new knowledge base article
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Add address
Adds a new address
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Create site
Creates a new site
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Update contact
Updates the details of an existing contact
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Update company
Updates the details of an existing company
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Update address
Updates the details of an existing address
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Fetch device
Fetches the details of an existing device
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Fetch site
Fetches the details of an existing site
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Fetch configuration
Fetches the details of an existing configuration
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Fetch contact
Fetches the details of an existing contact
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Fetch company
Fetches the details of an existing company
![](https://flow-public.nimbuspop.com/flow-apps/it_portal.png)
Fetch knowledge base article
Fetches the details of an existing knowledge base article
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 IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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