![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Integrate Wealthbox CRM with Teamwork Projects
Send information between Wealthbox CRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Set up a new task in Teamwork Projects whenever a new task is initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Teamwork Projects when 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 the selected task list in Teamwork Projects.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Set up a new task in Teamwork Projects whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Teamwork Projects
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Set up a new project in Teamwork Projects each time a new project is initiated in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management software from financial advisor CRM. This flow will start a new project in Teamwork Projects 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 Teamwork Projects.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Set up a new project in Teamwork Projects each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Teamwork Projects
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Teamwork Projects
Connect Wealthbox CRM and Teamwork Projects with over 750+ 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 Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New time entry
Triggers when a new time entry is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New task
Triggers when a new task is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New milestone
Triggers when a new milestone is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New person
Triggers when a new person is added
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New company
Triggers when a new company is created
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New task list
Triggers when a new task list is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New message
Triggers when a new message is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New person in project
Triggers when a new person is added in the selected project
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create company
Creates a new company
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create task
Creates a new task in the selected task list
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create milestone
Creates a new milestone in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Add person
Adds a new person
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create message
Creates a new message in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create time entry
Creates a new time entry in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch company
Fetches the details of an existing company
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch project
Fetches the details of an existing project
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch tag
Fetches the details of a tag by ID or name
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch task
Fetches the details of an existing task
![](https://flow-au-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch person
Fetches the details of a person by person ID or email address
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 Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
Similar apps
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