Integrate Float with Wealthbox CRM
Send information between Float and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Float and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time off created
Triggers when a new time off is created
Client created
Triggers when a new client is created
Task created
Triggers when a new task is created
Department created
Triggers when a new department is created
Person created
Triggers when a new person is added
Milestone created
Triggers when a new milestone is created
Project created
Triggers when a new project is created
New opportunity
Triggers when a new opportunity 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 workflow
Triggers when a new workflow 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
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create milestone
Creates a new milestone
Create time off
Creates a new time off
Create task
Creates a new task
Create department
Creates a new department
Create client
Creates a new client
Add person
Adds a new person
Fetch client
Fetches the details of an existing client by name
Create contact
Creates a new contact
Create event
Creates a new event
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create note
Creates a new note
Create task
Creates a new task
Fetch contact
Fetches a contact by email
What is Float?
Float is resource scheduling software for teams. You can view updates in real time, create recurring schedules, and find data with custom search.
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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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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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