![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Integrate Wealthbox CRM with MeisterTask
Send information between Wealthbox CRM and MeisterTask 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/meistertask.png)
Create tasks in MeisterTask as tasks are initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in MeisterTask whenever a new task is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in the selected section in MeisterTask.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Create tasks in MeisterTask as tasks are initiated in Wealthbox CRM
Wealthbox CRM + MeisterTask
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Start a new project in MeisterTask whenever a new project is launched in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will generate a new project in MeisterTask 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 MeisterTask.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Start a new project in MeisterTask whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + MeisterTask
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and MeisterTask
Connect Wealthbox CRM and MeisterTask 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 MeisterTask 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/meistertask.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
New task in section
Triggers when a new task is added in the selected section
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
New person
Triggers when a new person is added to a project
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
New section
Triggers when a new section is created
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
New task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Task completed
Triggers when a task is completed
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
New task in project
Triggers when a new task is created in the selected project
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/meistertask.png)
Create tag
Creates a new tag in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Create task
Creates a new task in the selected section
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Create comment
Creates a new comment in a specific task
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Create section
Creates a new section in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Add tag to task
Creates a new tag in the selected task
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Update task
Update task by specific task id.
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Update project
Updates the details of an existing project
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Update section
Update section by specific section id.
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Fetch project
Fetches the details of an existing project using project ID
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Fetch section
Fetches the details of an existing section using section ID
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Fetch person
Fetches the details of an existing person using unique ID
![](https://flow-public.nimbuspop.com/flow-apps/meistertask.png)
Fetch task
Fetches the details of an existing task using task 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 MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
Similar apps
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