Integrate Wealthbox CRM with Apptio Targetprocess

Send information between Wealthbox CRM and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new task in Apptio Targetprocess.
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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 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 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.

CRM

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.

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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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Technical Engineer, Master Liveaboards

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