Integrate Wealthbox CRM with Runrun.it
Send information between Wealthbox CRM and Runrun.it automatically, without writing any code, using Zoho Flow.
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Set up tasks in Runrun.it when new tasks are initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Runrun.it 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 creates a new task in Runrun.it.
Set up tasks in Runrun.it when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Runrun.it
Initiate a new project in Runrun.it when a new project is established in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Runrun.it whenever a new project is launched 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 Runrun.it.
Initiate a new project in Runrun.it when a new project is established in Wealthbox CRM
Wealthbox CRM + Runrun.it
Build your own integrations between Wealthbox CRM and Runrun.it
Connect Wealthbox CRM and Runrun.it with over 950+ 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 Runrun.it 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
Client created
Triggers when a new client is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project 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 project
Creates a new project
Create task
Creates a new task
Create comment
Create a new comment
Create client
Creates a new client
Create post on enterprise wall
Creates a new post on enterprise wall
Create post on team wall
Creates a new post on team wall
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 Runrun.it?
Runrun.it is a cloud-based team management platform that helps managers to get more productivity out of their teams when dealing with task, time, and talent management.
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.
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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
