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Integrate Wealthbox CRM with Easy Projects
Send information between Wealthbox CRM and Easy Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a new project in Easy Projects when a new project is established in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management tool from financial advisor CRM. This flow will generate a new project in Easy Projects whenever a new project is created 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 Easy Projects.
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Initiate a new project in Easy Projects when a new project is established in Wealthbox CRM
Wealthbox CRM + Easy Projects
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Build your own integrations between Wealthbox CRM and Easy Projects
Connect Wealthbox CRM and Easy Projects 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 Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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Updated activity
Triggers when an existing activity is updated
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New activity
Triggers when a new activity is created
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New activity message
Triggers when a new message is posted in the selected activity
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New project activity
Triggers when a new activity is created in the selected project
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New customer
Triggers when a new customer is created
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Updated project
Triggers when an existing project is updated
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New user
Triggers when a new user is created
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New project
Triggers when a new project is created
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New time log
Triggers when a time log is created
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New project message
Triggers when a new message is posted in the selected project
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Updated time log
Triggers when an existing time log is updated
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create event
Creates a new event
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Create note
Creates a new note
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
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Update user
Updates the details of an existing user
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Create User
Creates a new user
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Create activity
Creates a new activity
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Post activity message
Posts a new message in an activity
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Create time log
Creates a new time log
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Create customer
Creates a new customer
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Update customer
Updates the details of an existing customer
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Create project
Creates a new project
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Post project message
Posts a new message in a project
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Update project
Updates an existing project
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Update time log
Updates an existing time log
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Update activity
Updates an existing activity
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Fetch project
Fetches an existing project by its unique ID
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Fetch time log
Fetches an existing time log by its unique ID
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Fetch activity
Fetches an existing activity by its unique ID
What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external 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 >