Integrate Wealthbox CRM with Redbooth
Send information between Wealthbox CRM and Redbooth automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Redbooth when new tasks are initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Redbooth 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 Redbooth.
Set up tasks in Redbooth when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Redbooth
Build your own integrations between Wealthbox CRM and Redbooth
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Supported triggers and actions
Integrate Wealthbox CRM and Redbooth 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 workspace
Triggers when a new workspace is created in the selected organization
New task
Triggers when a new task is created
New task list
Triggers when a new task list is created
New notification
Triggers when you have a new notification
New organization
Triggers when a new organization 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 organization
Creates a new organization
Create task
Creates a new task
Add comment
Adds a new comment
Create workspace
Creates a new workspace in the selected organization
Create task list
Creates a new task list
What is Redbooth?
Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.
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Custom functions
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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
