Integrate Wealthbox CRM with BlueFolder
Send information between Wealthbox CRM and BlueFolder automatically, without writing any code, using Zoho Flow.
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Connect Wealthbox CRM and BlueFolder 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 BlueFolder 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
Customer added
Triggers when a new customer is added
Item added
Triggers when a new item is added
Service request added
Triggers when a new service request is added
Appointment added
Triggers when a new appointment is added
Contract added
Triggers when a new contract is added
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 customer
Adds a new customer
Add service request
Adds a new service request
Create new appointment
Creates a new appointment
Create item
Creates a new item
Update service request
Updates an existing service request
Fetch customer
Fetches the details of an existing customer by ID
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 BlueFolder?
BlueFolder is a field service management solution for small to midsize businesses that helps users manage field jobs and crew across medical, manufacturing, property maintenance and IT industry.
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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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