Integrate Wealthbox CRM with Flow
Send information between Wealthbox CRM and Flow automatically, without writing any code, using Zoho Flow.
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Create tasks in Flow as tasks are initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Flow whenever a new task is initiated 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 workspace in Flow.
Create tasks in Flow as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Flow
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Supported triggers and actions
Integrate Wealthbox CRM and Flow 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
List updated
Triggers when the selected list is updated
Task updated
Triggers when the selected task is updated
New task
Triggers when a new task is created
New workspace
Triggers when a new workspace is created
New list
Triggers when a new list is created
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
Post comment
Posts a comment in the selected task
Create task
Creates a new task in the selected workspace
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 Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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