

Integrate Wealthbox CRM with Apptio Targetprocess
Send information between Wealthbox CRM and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new task in Apptio Targetprocess each time a new task is created in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Apptio Targetprocess whenever a new task is initiated 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 Apptio Targetprocess.


Create a new task in Apptio Targetprocess each time a new task is created in Wealthbox CRM
Wealthbox CRM + Apptio Targetprocess

Build your own integrations between Wealthbox CRM and Apptio Targetprocess
Connect Wealthbox CRM and Apptio Targetprocess 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 Apptio Targetprocess 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

New task
Triggers when a new task is created

New iteration
Triggers when a new iteration is added

New project
Triggers when a new project is created

New comment
Triggers when a new comment is added

New release
Triggers when a new release is created

New feature
Triggers when new feature is created

New team iteration
Triggers when a new team iteration is added

New build
Triggers when a new build is created

New time record
Triggers when a new time record is created

New request
Triggers when a new request is created

New bug
Triggers when a new bug is created

New user story
Triggers when a new user story 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 bug
Creates a new bug

Create request
Creates a new request

Add comment
Adds a new comment to an existing entity

Create build
Creates a new build

Create time record
Creates a new time record

Create user story
Creates a new user story

Create feature
Creates a new feature

Create task
Creates a new task

Add requester to request
Creates a new requester and adds them to an existing request
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 Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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 >