![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Integrate Wealthbox CRM with Motion
Send information between Wealthbox CRM and Motion 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/motion.png)
Set up a new task in Motion whenever a new task is initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Motion each time a new task is created 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 Motion.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Set up a new task in Motion whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Motion
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Set up a new project in Motion each time a new project is initiated in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your AI tool. This flow will start a new project in Motion whenever a new project is launched 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 Motion.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Set up a new project in Motion each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Motion
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Motion
Connect Wealthbox CRM and Motion with over 750+ 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 Motion 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
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/motion.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Create comment
Creates a new comment
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Create recurring task
Creates a recurring task
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Update task
Updates the details of an existing task
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Move task
Moves an existing task from one workspace to another
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Fetch task by name
Fetches the details of an existing task using name
![](https://flow-au-public.nimbuspop.com/flow-apps/motion.png)
Fetch task by ID
Fetches the details of an existing task using ID
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 Motion?
Motion is an artificial intelligence tool that can schedule and reschedule meetings, complete tasks, create projects, and more.
Similar apps
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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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