Integrate Outseta with Wealthbox CRM
Send information between Outseta and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Outseta and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Case created
Triggers when a new case created
Person created
Triggers when a new person is added
Deal created
Triggers when a new deal is created
Account created
Triggers when a new account is added
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 deal
Creates a new deal
Create person
Creates a new person
Create case
Creates a new case
Create account
Creates a new account with a new person
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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 Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
Similar apps
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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