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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
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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.
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Create a task in Everhour upon the addition of a task in Wealthbox CRM
Wealthbox CRM + Everhour
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Build your own integrations between Wealthbox CRM and Everhour
Connect Wealthbox CRM and Everhour 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 Everhour 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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New task
Triggers when a new task is created in the selected project
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New section
Triggers when a new section is created in the selected project
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New project
Triggers when a new project is created
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Timer started
Triggers when a timer is started
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New client
Triggers when a new client is added
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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Create section
Creates a new section in the selected project
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Start timer
Starts timer for the selected task
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Create task
Creates a new task in the selected project
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Add client
Adds a new client
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Create project
Creates a new project
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Update task
Updates the details of an existing task
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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.
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