![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Integrate Wealthbox CRM with ProWorkflow
Send information between Wealthbox CRM and ProWorkflow 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/proworkflow.png)
Start a new project in ProWorkflow whenever a new project is launched in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in ProWorkflow each time a new project is initiated 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 ProWorkflow.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Start a new project in ProWorkflow whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + ProWorkflow
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Add a new contact in ProWorkflow whenever a new contact is added in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in ProWorkflow 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 ProWorkflow.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Add a new contact in ProWorkflow whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + ProWorkflow
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and ProWorkflow
Connect Wealthbox CRM and ProWorkflow 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 ProWorkflow 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/proworkflow.png)
Company created
Triggers when a new company is added
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Invoice created
Triggers when a new invoice is added
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Contact created
Triggers when a new contact is added
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Invoice updated
Triggers when the details of an existing invoice are edited
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Task updated
Triggers when the details of an existing task are updated
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Project created
Triggers when a new project is added
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Message created
Triggers when a new message is added
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Quote created
Triggers when a new quote is added
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Task created
Triggers when a new task is added
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/proworkflow.png)
Add invoice
Creates a new invoice
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Add expense
Creates a new expense
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Add contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Add company
Creates a new company
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Add project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Find invoice
Fetches the details of an existing invoice
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Find project
Fetches the details of an existing project
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Find company
Fetches the details of an existing company by name or email address
![](https://flow-public.nimbuspop.com/flow-apps/proworkflow.png)
Find contact
Fetches the details of an existing contact using username or email address
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 ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, 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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >