Integrate Wealthbox CRM with awork

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

Explore prebuilt integration flows to get started

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Set up tasks in awork when new tasks are initiated in Wealthbox CRM

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in awork when a new task is created 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 the selected project in awork.
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Set up tasks in awork when new tasks are initiated in Wealthbox CRM

Wealthbox CRM + awork

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Create a task in awork as soon as a task is created in Wealthbox CRM

Efficiently manage deadlines by logging all tasks in your project management tool. This flow will create a task in awork each time 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 the selected project in awork.
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Create a task in awork as soon as a task is created in Wealthbox CRM

Wealthbox CRM + awork

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Start a new project in awork whenever a new project is launched in Wealthbox CRM

Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will set up a new project in awork each time a new project is initiated in Wealthbox CRM.

How it works
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. Zoho Flow creates a new project in awork.
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Start a new project in awork whenever a new project is launched in Wealthbox CRM

Wealthbox CRM + awork

Build your own integrations between Wealthbox CRM and awork

Connect Wealthbox CRM and awork 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 awork 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

Project status updated

Triggers when a project status is updated

Project created

Triggers when a new project is created

Task status updated

Triggers when a task status is updated

Task created

Triggers when a new task is created in a project

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 project task

Creates a new project task

Add client

Creates a new client

Create project

Creates a new project

Update task status

Changes the status of the specified task

Update project status

Changes the status of the selected project

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 awork?

awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.

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.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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.

Neville Mader

Director, Perth Security Services

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