Integrate Wealthbox CRM with Redmine
Send information between Wealthbox CRM and Redmine automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Redmine when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management tool by auto-syncing project details. This flow will start a new project in Redmine 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 Redmine.
Initiate a new project in Redmine when a new project is established in Wealthbox CRM
Wealthbox CRM + Redmine
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Supported triggers and actions
Integrate Wealthbox CRM and Redmine 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
Issue created
Triggers when a new issue is created
User added
Triggers when you a new user is added
Time entry created
Triggers when a new time entry is created
Tracker created
Triggers when a new tracker is created
Project created
Triggers when a new project is created
Issue priority added
Triggers when a new issue priority is added
Issue updated
Triggers when the details of an existing issue is updated
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 issue
Creates a new issue
Create project
Creates a new project
Create time entry
Creates a new time entry
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 Redmine?
Redmine is a project management tool. You can track issues, share documents with your team, and manage multiple projects in the language of your choice.
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