Integrate GitHub with Wealthbox CRM

Send information between GitHub and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate GitHub and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Issue created

Triggers when a new issue is created

New mention

Triggers when your Github username is mentioned in a Commit, Comment, Issue, or Pull Request

Review requested

Triggers when a review is requested from you or a specified user

Issue closed

Triggers when an issue is closed in the selected repository

Issue reopened

Triggers when an issue is reopened in the selected repository

Release added

Triggers when a new release is added

Repository created

Triggers when a new repository is created

Label created

Triggers when a new label is created

Pull request created

Triggers when a new pull request is created

Comment made on issue

Triggers when a comment is made on an existing issue

New note

Triggers when a new note is created

New comment

Triggers when a new comment is created

New project

Triggers when a new project is created

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

Completed task

Triggers when a task is completed

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow is created

All Actions - Actions are the automated tasks

Create comment

Creates a new comment in the selected issue

Create pull request

Creates a new pull request

Create issue

Creates a new issue

Update issue

Updates the details of an existing issue

Fetch user

Fetches a user by their login name

Fetch issue

Fetches a issue by their number

Fetch issue by title

Fetches the details of an existing issue by title

Create task

Creates a new task

Create event

Creates a new event

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create project

Creates a new project

Create note

Creates a new note

Fetch contact

Fetches a contact by email

What is GitHub?

GitHub is a developer platform that lets you manage projects and teams, follow projects, host code, and maintain documentation. The built-in tools make it easy to request review, propose changes, and manage version control.

Developer Tools Popular

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.

CRM

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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