Integrate Wealthbox CRM with Everhour
Send information between Wealthbox CRM and Everhour automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Everhour upon the addition of a task in Wealthbox CRM
Efficiently manage deadlines by logging all tasks in your time tracking app. This flow will set up a task in Everhour every time a task is added in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in the selected project in Everhour.
Create a task in Everhour upon the addition of a task in Wealthbox CRM
Wealthbox CRM + Everhour
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Supported triggers and actions
Integrate Wealthbox CRM and Everhour 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
New task
Triggers when a new task is created in the selected project
New section
Triggers when a new section is created in the selected project
New project
Triggers when a new project is created
Timer started
Triggers when a timer is started
New client
Triggers when a new client 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 section
Creates a new section in the selected project
Start timer
Starts timer for the selected task
Create task
Creates a new task in the selected project
Add client
Adds a new client
Create project
Creates a new project
Update task
Updates the details of an existing task
Stop timer
Stops the timer that is currently running
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 Everhour?
Everhour is a time tracking, scheduling, and budgeting tool. You can track time, manage expenses, and analyze tasks with custom reports.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
