Integrate Wealthbox CRM with Hiveage
Send information between Wealthbox CRM and Hiveage automatically, without writing any code, using Zoho Flow.
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Add a new contact in Hiveage whenever a new contact is added in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Hiveage whenever a new contact is added in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in Hiveage.
Add a new contact in Hiveage whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Hiveage
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Supported triggers and actions
Integrate Wealthbox CRM and Hiveage 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 item
Triggers when a new item is created
New invoice
Triggers when a new invoice is created
New connection
Triggers when a new connection is created
New estimate
Triggers when a new estimate is created
New contact
Triggers when a new contact is created
New expense entry
Triggers when a new expense entry 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
Create expense entry
Creates a new expense entry
Create contact
Creates a new contact
Create connection
Creates a new connection
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create item
Creates a new item
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 Hiveage?
Hiveage is online invoicing software for small businesses. You can send branded invoices, track expenses, and enable recurring invoices to manage subscriptions.
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 >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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
