![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Integrate Wealthbox CRM with actiTIME
Send information between Wealthbox CRM and actiTIME automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Create a task in actiTIME each time a new task is initiated in Wealthbox CRM
Eliminate redundant work and streamline task management by creating a record in the time tracking application. This flow will create a task in actiTIME upon the addition of a task in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in actiTIME.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Create a task in actiTIME each time a new task is initiated in Wealthbox CRM
Wealthbox CRM + actiTIME
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and actiTIME
Connect Wealthbox CRM and actiTIME with over 850+ 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 actiTIME using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Task created
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Customer updated
Triggers when the details of an existing customer is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Task updated
Triggers when the details of an existing task is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Customer created
Triggers when a new customer is created
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Project created
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Project updated
Triggers when the details of an existing project is updated
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Create customer
Creates a new customer
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Update project
Updates the details of an existing project
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Update task
Updates the details of an existing task
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Modify time-track
Modifies the existing value of time-track with the specified value
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Update customer
Updates the details of an existing customer
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Fetch task using name
Fetches the details of an existing task using name
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Fetch customer using name
Fetch customer details using the name
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Fetch project using name
Fetches the details of an existing project using name
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Fetch task using ID
Fetches the details of an existing task using task ID
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Fetch customer using ID
Fetches the details of an existing customer using customer ID
![](https://flow-au-public.nimbuspop.com/flow-apps/actitime.png)
Fetch project using ID
Fetches the details of an existing project using project ID
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.
Similar apps
What is actiTIME?
actiTIME is a time tracking application that lets users enter worked hours, time off, and sick leaves in a single interface. It also provides analysis and reports for any management or accounting needs.
Similar apps
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