Integrate Wealthbox CRM with Swit
Send information between Wealthbox CRM and Swit automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Swit when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and team collaboration platform by auto-syncing project details. This flow will set up a new project in Swit each time a new project is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a project in the selected workspace in Swit.
Initiate a new project in Swit when a new project is established in Wealthbox CRM
Wealthbox CRM + Swit
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Supported triggers and actions
Integrate Wealthbox CRM and Swit 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
Task created
Triggers when a new task is created in the selected project
Idea posted
Triggers when a new idea is posted on the selected channel
Message posted
Triggers when a new message is posted on the selected channel
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 idea
Posts an idea on the selected channel
Create comment on task
Posts a comment on the selected task
Create task
Creates a task in the selected project
Create project
Creates a project in the selected workspace
Create message
Posts a message on the selected channel
Fetch project
Fetches the details of an existing project by name
Fetch task
Fetches the details of an existing 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 Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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