![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
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
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
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.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Start a new project in Jira Cloud whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Jira Cloud
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
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
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Work log updated
Triggers when the details of an existing work log are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Work log created
Triggers when a new work log created
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Issue status updated
Triggers when the status of an issue is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Version released
Triggers when a version is released
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Project created
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Version created
Triggers when a new version is created for an existing project
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Comment updated
Triggers when an existing comment is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Comment created
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Project updated
Triggers when the details of an existing project are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Issue created
Triggers when a new issue is created
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Issue updated
Triggers when the details of an existing issue are updated
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Create comment
Creates a new comment for the specified issue
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Create issue
Creates a new issue in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Create user
Creates a new user
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Update issue
Updates the details of the specified issue
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Fetch user
Fetches the details of an existing user by email address
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Fetch project
Fetches the details of an existing project by project ID or key
![](https://flow-au-public.nimbuspop.com/flow-apps/jira_cloud.png)
Fetch issue attribute
Fetches the attributes of an existing issue
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >