Integrate Wealthbox CRM with Runrun.it
Send information between Wealthbox CRM and Runrun.it automatically, without writing any code, using Zoho Flow.
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Set up tasks in Runrun.it 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 Runrun.it 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 Runrun.it.
Set up tasks in Runrun.it when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Runrun.it
Initiate a new project in Runrun.it when a new project is established in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Runrun.it 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 Runrun.it.
Initiate a new project in Runrun.it when a new project is established in Wealthbox CRM
Wealthbox CRM + Runrun.it
Build your own integrations between Wealthbox CRM and Runrun.it
Connect Wealthbox CRM and Runrun.it 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 Runrun.it 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
Client created
Triggers when a new client is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project 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 project
Creates a new project
Create task
Creates a new task
Create comment
Create a new comment
Create client
Creates a new client
Create post on enterprise wall
Creates a new post on enterprise wall
Create post on team wall
Creates a new post on team wall
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 Runrun.it?
Runrun.it is a cloud-based team management platform that helps managers to get more productivity out of their teams when dealing with task, time, and talent management.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
