Integrate Zoho Directory with Wealthbox CRM
Send information between Zoho Directory and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Directory and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User added to group
Triggers when a user is added to an existing group
User updated
Triggers when the details of an existing user are updated
User activated
Triggers when an inactive user is activated
User deactivated
Triggers when an existing user is deactivated
User removed from group
Triggers when a user is removed from an existing group
User created
Triggers when a new user is created
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
All Actions - Actions are the automated tasks
Add user to group
Adds a user to an existing group
Create user
Creates a new user
Update user
Updates the details of an existing user
Activate user
Activates an inactive user
Fetch user
Fetches the details of an existing user by ID
Deactivate user
Deactivates a user from your Zoho Directory organization
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
What is Zoho Directory?
Zoho Directory is an identity and access management solution for businesses. It helps you provide seamless logins for your employees, free your IT Admins from repetitive tasks, and get a complete view of your workforce identity.
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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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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.
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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