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Integrate Wealthbox CRM with Jira Cloud
Send information between Wealthbox CRM and Jira Cloud automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Start a new project in Jira Cloud whenever a new project is launched in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management software from financial advisor CRM. This flow will initiate a new project in Jira Cloud when a new project is established in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Jira Cloud.
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Start a new project in Jira Cloud whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Jira Cloud
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Build your own integrations between Wealthbox CRM and Jira Cloud
Connect Wealthbox CRM and Jira Cloud 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 Jira Cloud 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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Work log updated
Triggers when the details of an existing work log are updated
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Work log created
Triggers when a new work log created
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Issue status updated
Triggers when the status of an issue is updated
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Version released
Triggers when a version is released
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Project created
Triggers when a new project is created
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Version created
Triggers when a new version is created for an existing project
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Comment updated
Triggers when an existing comment is updated
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Comment created
Triggers when a new comment is created
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Project updated
Triggers when the details of an existing project are updated
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Issue created
Triggers when a new issue is created
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Issue updated
Triggers when the details of an existing issue 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 project
Creates a new project
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Create comment
Creates a new comment for the specified issue
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Create issue
Creates a new issue in the selected project
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Create user
Creates a new user
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Update issue
Updates the details of the specified issue
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Fetch user
Fetches the details of an existing user by email address
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Fetch project
Fetches the details of an existing project by project ID or key
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Fetch issue attribute
Fetches the attributes of an existing issue
Build comprehensive workflows using
Webhook triggers
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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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