![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Integrate Wealthbox CRM with Zoho Sprints
Send information between Wealthbox CRM and Zoho Sprints 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/zoho_sprints.png)
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.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Start a new project in Zoho Sprints whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Zoho Sprints
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Zoho Sprints
Connect Wealthbox CRM and Zoho Sprints 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 Zoho Sprints 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/zoho_sprints.png)
Comment added in sprint
Triggers when a comment is added to a sprint
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Sprint created
Triggers when a new sprint is created in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Sprint started in portal
Triggers when a new sprint is started in an existing portal
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Task created
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Epic created
Triggers when a new epic is created in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Sprint created in portal
Triggers when a new sprint is created in an existing portal
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Sprint completed in portal
Triggers when a sprint from a project is completed in the selected portal
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Sprint completed
Triggers when a sprint is completed in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Item added in sprint
Triggers when a new item is created in the selected sprint
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Comment added to item
Triggers when a new comment is added to an item
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Item completed in portal
Triggers when an item's status is changed to completed in the selected portal
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Story created in sprint
Triggers when a new story is created in the selected sprint
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Item updated
Triggers when the details of an existing item are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Sprint started
Triggers when a sprint is started in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Log hour updated
Triggers when an existing log hour is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Project created
Triggers when a new project is created in the selected team
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Item added in portal
Triggers when a new item is added to a portal
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Sprint updated in portal
Triggers when the details of a sprint are updated in an existing portal
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Project updated
Triggers when the details of an existing project are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Log hour added
Triggers when a new log hour is added
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Bug added
Triggers when a new bug is created in the selected sprint
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Sprint updated
Triggers when the details of an existing sprint are updated
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/zoho_sprints.png)
Schedule meeting
Schedules a meeting based on details entered by the user
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Add item comment
Adds a new comment for an item
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Create project
Creates a new project in the selected team
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Create log hour
Creates a new log hour
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Create subitem
Creates a new subitem for the specified item
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Complete sprint
Completes the selected sprint
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Create sprint
Creates a new sprint in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Add sprint comment
Adds a new comment to a sprint
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Create item
Creates a new item
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Start sprint
Starts the selected sprint
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Add user
Adds a new user to the selected project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Create epic
Creates a new epic
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Add user to a sprint
Adds a new user to the selected sprint
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Update item status
Updates the status of an existing item by ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Update item
Updates an item based on its id
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch item detail
Fetches the details of an item in a sprint by item ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch epic
Fetches an existing epic by ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch item
Fetches an item in a project by its name
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch release by ID
Fetches a release by ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch sprint
Fetches a sprint based on its ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch user in team
Fetches a user by email address in the selected team
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch item status by ID
Fetch item status by ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch priority
Fetches the priority by given name or ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch user in sprint
Fetches the details of a user in the selected sprint by email address
![](https://flow-public.nimbuspop.com/flow-apps/zoho_sprints.png)
Fetch user in project
Fetches a user by email in the selected project
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.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >