Integrate Wealthbox CRM with DoneDone
Send information between Wealthbox CRM and DoneDone automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in DoneDone each time a new task is created in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in DoneDone when a new task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a task in the selected project in DoneDone.
Create a new task in DoneDone each time a new task is created in Wealthbox CRM
Wealthbox CRM + DoneDone
Create a new project in DoneDone whenever a new project is created in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your task tracker. This flow will start a new project in DoneDone whenever a new project is launched in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in DoneDone.
Create a new project in DoneDone whenever a new project is created in Wealthbox CRM
Wealthbox CRM + DoneDone
Build your own integrations between Wealthbox CRM and DoneDone
Connect Wealthbox CRM and DoneDone 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 DoneDone 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
Task created
Triggers when a new task is created in the selected 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
Add comment
Adds a comment to the specified task
Create task
Creates a task in the selected project
Create project
Creates a new project
Update task status
Updates the status of the specified task
Update task priority
Updates the priority of the specified task
What is DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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 >
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
SIGN UP TODAYChoose the app
×No App Found
