Integrate Wealthbox CRM with Backlog

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

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Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM

Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Backlog whenever a new project is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. Zoho Flow adds a new project in Backlog.
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Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM

Wealthbox CRM + Backlog

Build your own integrations between Wealthbox CRM and Backlog

Connect Wealthbox CRM and Backlog 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 Backlog 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 created

Triggers when a new project is created

Issue created

Triggers when a new issue is created

User created

Triggers when a new user is created

Issue updated

Triggers when an existing issue is updated

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

Add issue

Adds a new issue

Add comment

Adds a comment to an existing issue

Add project

Adds a new 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 Backlog?

Backlog is an all-in-one project management application for teams. It provides issue tracking, Git hosting, version control, Wikis, 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.

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