Integrate Wealthbox CRM with JobNimbus

Send information between Wealthbox CRM and JobNimbus automatically, without writing any code, using Zoho Flow.

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Create a new task in JobNimbus each time a new task is created in Wealthbox CRM

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in JobNimbus when a new task is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new task in JobNimbus.
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Create a new task in JobNimbus each time a new task is created in Wealthbox CRM

Wealthbox CRM + JobNimbus

Build your own integrations between Wealthbox CRM and JobNimbus

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Supported triggers and actions

Integrate Wealthbox CRM and JobNimbus 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

Contact updated

Triggers when the details of an existing contact are updated

Contact created

Triggers when a new contact is created

Task created or updated

Triggers when a task is created or updated

Activity created or updated

Triggers when an activity is created or updated

Contact created or updated

Triggers when a contact is created or updated

Job created

Triggers when a new job is created

Task created

Triggers when a new task is created

Activity updated

Triggers when the details of an existing activity are updated

Job updated

Triggers when the details of an existing job are updated

Job created or updated

Triggers when a job is created or updated

Task updated

Triggers when the details of an existing task are updated

Activity created

Triggers when a new activity is created

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 activity

Creates a new activity

Create contact

Creates a new contact

Create task

Creates a new task

Create job

Creates a new job

Update contact

Updates the details of an existing contact

Update job

Updates the details of an existing job

Update activity

Updates the details of an existing activity

Update task

Updates the details of an existing task

Fetch job

Fetches the details of an existing job using ID

Fetch activity

Fetches the details of an existing activity using ID

Fetch task

Fetches the details of an existing task using ID

Fetch contact

Fetches the details of an existing contact 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.

CRM

What is JobNimbus?

JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.

Project Management

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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

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