Integrate Wealthbox CRM with Agiled
Send information between Wealthbox CRM and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Agiled whenever a new task is initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Agiled 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 Agiled.
Set up a new task in Agiled whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Agiled
Create a task in Agiled upon the addition of a task in Wealthbox CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Agiled as soon as a task is created 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 Agiled.
Create a task in Agiled upon the addition of a task in Wealthbox CRM
Wealthbox CRM + Agiled
Create a new project in Agiled whenever a new project is created in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Agiled each time a new project is initiated 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 Agiled.
Create a new project in Agiled whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Agiled
Build your own integrations between Wealthbox CRM and Agiled
Connect Wealthbox CRM and Agiled with over 900+ 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 Agiled 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 created
Triggers when a new task is created
Product created
Triggers when a new product is created
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee 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 employee
Creates a new employee
Create task
Creates a new task
Create lead
Creates a new lead
Create expense
Creates a new expense
Create project
Creates a new project
Create ticket
Creates a new ticket
Create client
Creates a new client
Create product
Creates a new product
Create contract
Creates a new contract
Update contract
Updates the details of an existing contract
Update employee
Updates the details of an existing employee
Update product
Updates the details of an existing product
Update project
Updates the details of an existing project
Update lead
Updates the details of an existing lead
Fetch tax
Fetches the list of existing taxes
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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What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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