Integrate Wealthbox CRM with Roll
Send information between Wealthbox CRM and Roll automatically, without writing any code, using Zoho Flow.
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Create tasks in Roll as tasks are initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Roll whenever a new task is initiated 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 Roll.
Create tasks in Roll as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Roll
Create a task in Roll as soon as a task is created in Wealthbox CRM
Eliminate redundant work and streamline task management by creating a record in the project management app. This flow will create a task in Roll upon the addition of a task 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 Roll.
Create a task in Roll as soon as a task is created in Wealthbox CRM
Wealthbox CRM + Roll
Initiate a new project in Roll when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management app by auto-syncing project details. This flow will initiate a new project in Roll 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 Roll.
Initiate a new project in Roll when a new project is established in Wealthbox CRM
Wealthbox CRM + Roll
Build your own integrations between Wealthbox CRM and Roll
Connect Wealthbox CRM and Roll with over 800+ 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 Roll 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
Time record created
Triggers when a new time record is created
Company created
Triggers when a new company is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task 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 company
Creates a new company
Create project
Creates a new project
Create task
Creates a new task
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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
