Integrate Wealthbox CRM with Active Collab
Send information between Wealthbox CRM and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Active Collab as tasks are initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Active Collab every time a new task is added 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 Active Collab.
Create tasks in Active Collab as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Active Collab
Initiate a new project in Active Collab when a new project is established in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will generate a new project in Active Collab whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Active Collab.
Initiate a new project in Active Collab when a new project is established in Wealthbox CRM
Wealthbox CRM + Active Collab
Build your own integrations between Wealthbox CRM and Active Collab
Connect Wealthbox CRM and Active Collab with over 800+ 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 Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task list created
Triggers when a new task list is created in a project
Task updated
Triggers when the details of an existing task is updated
Comment added
Triggers when a comment is added to an object
Task moved
Triggers when a task is moved from one task list to another
Task closed
Triggers when a task is closed
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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
Create company
Creates a new company
Create task
Creates a new task
Add comment to discussion
Adds a new comment to discussion
Add comment to task
Creates a new comment in the selected task
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch user
Fetches the details of an existing user by email address
Fetch task
Fetches the details of an existing task
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 Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
