Integrate Wealthbox CRM with Podio
Send information between Wealthbox CRM and Podio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Podio when new tasks are initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Podio every time a new task is added 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 Podio.
Set up tasks in Podio when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Podio
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Supported triggers and actions
Integrate Wealthbox CRM and Podio 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
New Task
Triggers when a new task is created in the selected workspace
New Organization
Triggers when a new organization is created
New Workspace
Triggers when a new workspace is created
Update Item
Triggers when an existing item is updated
New Application
Triggers when a new app is created in the selected workspace
New Item
Triggers when a new item 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 Status
Creates a new status in the selected workspace
Create Task
Creates a new task
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 Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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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.
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Director, Perth Security Services
