Integrate Wealthbox CRM with Quire
Send information between Wealthbox CRM and Quire automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
