Integrate Wealthbox CRM with Quire
Send information between Wealthbox CRM and Quire automatically, without writing any code, using Zoho Flow.
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Create tasks in Quire as tasks are initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Quire each time a new task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow adds a new task into a project or a task in Quire.
Create tasks in Quire as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Quire
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Supported triggers and actions
Integrate Wealthbox CRM and Quire 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
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
Add sublist
Adds a new sublist in a project
Add task
Adds a new task into a project or a task
Add comment
Adds a comment to a project or a task
Add status
Adds a new status in a project
Update sublist
Updates the details of an existing sublist
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update status
Updates the details of an existing status by value
Fetch task
Fetches the details of an existing task under the given project by task ID or related tasks
Fetch project
Fetches the details of an existing project by ID
Fetch organisation
Fetches the details of an existing organisation by ID
Fetch status
Fetch the details of an existing status by value
Fetch task - By task OID
Fetches the details of an existing task by OID
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 Quire?
Quire is a new-generation web-based project management tool that helps people get their ideas down, organize them into goals and break them down into doable tasks that are nested in a hierarchical list.
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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.
Learn more >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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
