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Integrate Wealthbox CRM with IT Portal
Send information between Wealthbox CRM and IT Portal automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in IT Portal each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in IT Portal whenever a new contact is created 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 IT Portal.
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Generate a new contact in IT Portal each time a new contact is created in Wealthbox CRM
Wealthbox CRM + IT Portal
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Build your own integrations between Wealthbox CRM and IT Portal
Connect Wealthbox CRM and IT Portal 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 IT Portal 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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Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
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Device created or updated
Triggers when a device is created or if the details of an existing device are updated
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Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
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Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
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Company created or updated
Triggers when a company is created or if the details of an existing company are updated
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Site created or updated
Triggers when a site is created or if the details of an existing site are 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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Create site
Creates a new site
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Add address
Adds a new address
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Create knowledge base article
Creates a new knowledge base article
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Create company
Creates a new company
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Create contact
Creates a new contact
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Update address
Updates the details of an existing address
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Update company
Updates the details of an existing company
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Update contact
Updates the details of an existing contact
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Fetch device
Fetches the details of an existing device
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Fetch contact
Fetches the details of an existing contact
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Fetch company
Fetches the details of an existing company
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Fetch site
Fetches the details of an existing site
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Fetch knowledge base article
Fetches the details of an existing knowledge base article
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Fetch configuration
Fetches the details of an existing configuration
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.
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What is IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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