Integrate Wealthbox CRM with Shortcut
Send information between Wealthbox CRM and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Shortcut each time a new project is initiated in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will generate a new project in Shortcut whenever a new project is created 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 Shortcut.
Set up a new project in Shortcut each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Shortcut
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Supported triggers and actions
Integrate Wealthbox CRM and Shortcut 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
Story created
Triggers when a new story is created in a project
Epic created
Triggers when a new epic is created
Project created
Triggers when a new project is created
Milestone created
Triggers when a new milestone is created
Comment added
Triggers when a new comment is added
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 comment
Creates a new comment in a selected story
Create project
Creates a new project
Create label
Creates a new label
Create team
Creates a new team
Create milestone
Creates a new milestone
Create epic
Creates a new epic
Create iteration
Creates a new iteration
Create category
Creates a new category
Create story
Creates a new story in the selected project
Update label
Updates the details of an existing label
Update iteration
Update details of an existing iteration
Update story
Updates the details of an existing story
Update team
Update details of an existing team
Update epic
Updates the details of an existing epic
Fetch epic
Fetch the details of an existing epic using ID
Fetch team
Fetch the details of an existing team using ID
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 Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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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 >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
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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