Integrate Wealthbox CRM with Resource Guru
Send information between Wealthbox CRM and Resource Guru automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Resource Guru when a new project is established in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Resource Guru when a new project is established 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 Resource Guru.
Initiate a new project in Resource Guru when a new project is established in Wealthbox CRM
Wealthbox CRM + Resource Guru
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Supported triggers and actions
Integrate Wealthbox CRM and Resource Guru 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 or Updated Project
Triggers when a project is created or updated
New or Updated Resource
Triggers when a resource is created or updated
New or Updated Booking
Triggers when a booking is created or updated
New or Updated Client
Triggers when a client is created or updated
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 Project
Creates a new project
Create Booking
Creates a new booking
Create Resource
Creates a new resource
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 Resource Guru?
Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.
Similar apps
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.
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Technical Engineer, Master Liveaboards
