![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Integrate Wealthbox CRM with TeamGrid
Send information between Wealthbox CRM and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Set up a new task in TeamGrid whenever a new task is initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to TeamGrid every time a new task is added 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 TeamGrid.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Set up a new task in TeamGrid whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + TeamGrid
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Start a new project in TeamGrid whenever a new project is launched in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in TeamGrid 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 TeamGrid.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Start a new project in TeamGrid whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + TeamGrid
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and TeamGrid
Connect Wealthbox CRM and TeamGrid with over 900+ 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 TeamGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Project completed
Triggers when a project is completed
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Task completed
Triggers when task is completed
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Project created
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Task created
Triggers when a task is created
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Complete project
Completes an existing project
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Complete task
Completes an existing task
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 TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Similar apps
Build comprehensive workflows using
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Learn more >Logic
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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