Integrate Wealthbox CRM with Zoho Sprints
Send information between Wealthbox CRM and Zoho Sprints automatically, without writing any code, using Zoho Flow.
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Start a new project in Zoho Sprints whenever a new project is launched in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management tool by auto-syncing project details. This flow will set up a new project in Zoho Sprints each time a new project is initiated 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 the selected team in Zoho Sprints.
Start a new project in Zoho Sprints whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Zoho Sprints
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho Sprints 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
Sprint completed in portal
Triggers when a sprint from a project is completed in the selected portal
Sprint started in portal
Triggers when a new sprint is started in an existing portal
Sprint created
Triggers when a new sprint is created in the selected project
Epic created
Triggers when a new epic is created in the selected project
Sprint created in portal
Triggers when a new sprint is created in an existing portal
Log hour added
Triggers when a new log hour is added
Project updated
Triggers when the details of an existing project are updated
Log hour updated
Triggers when an existing log hour is updated
Sprint updated in portal
Triggers when the details of a sprint are updated in an existing portal
Item added in portal
Triggers when a new item is added to a portal
Story created in sprint
Triggers when a new story is created in the selected sprint
Project created
Triggers when a new project is created in the selected team
Sprint updated
Triggers when the details of an existing sprint are updated
Item completed in portal
Triggers when an item's status is changed to completed in the selected portal
Bug added
Triggers when a new bug is created in the selected sprint
Sprint completed
Triggers when a sprint is completed in the selected project
Sprint started
Triggers when a sprint is started in the selected project
Comment added to item
Triggers when a new comment is added to an item
Item added in sprint
Triggers when a new item is created in the selected sprint
Task created
Triggers when a new task is created
Item updated
Triggers when the details of an existing item are updated
Comment added in sprint
Triggers when a comment is added to a sprint
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 epic
Creates a new epic
Create sprint
Creates a new sprint in the selected project
Add item comment
Adds a new comment for an item
Start sprint
Starts the selected sprint
Create subitem
Creates a new subitem for the specified item
Create log hour
Creates a new log hour
Schedule meeting
Schedules a meeting based on details entered by the user
Complete sprint
Completes the selected sprint
Create project
Creates a new project in the selected team
Add sprint comment
Adds a new comment to a sprint
Create item
Creates a new item
Add user
Adds a new user to the selected project
Add user to a sprint
Adds a new user to the selected sprint
Update item
Updates an item based on its id
Update item status
Updates the status of an existing item by ID
Fetch priority
Fetches the priority by given name or ID
Fetch item
Fetches an item in a project by its name
Fetch user in team
Fetches a user by email address in the selected team
Fetch item detail
Fetches the details of an item in a sprint by item ID
Fetch item status by ID
Fetch item status by ID
Fetch sprint
Fetches a sprint based on its ID
Fetch release by ID
Fetches a release by ID
Fetch epic
Fetches an existing epic by ID
Fetch user in project
Fetches a user by email in the selected project
Fetch user in sprint
Fetches the details of a user in the selected sprint by email address
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.
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What is Zoho Sprints?
Zoho Sprints is a free online agile project management tool with scrum, agile reports and collaboration capabilities for software development teams.
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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
Endless integrations. End to manual work.
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