Integrate Wealthbox CRM with Toggl Track
Send information between Wealthbox CRM and Toggl Track automatically, without writing any code, using Zoho Flow.
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Set up a new task in Toggl Track whenever a new task is initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Toggl Track 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 the selected project in Toggl Track.
Set up a new task in Toggl Track whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Toggl Track
Create a task in Toggl Track upon the addition of a task in Wealthbox CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Toggl Track as soon as a 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 project in Toggl Track.
Create a task in Toggl Track upon the addition of a task in Wealthbox CRM
Wealthbox CRM + Toggl Track
Start a new project in Toggl Track whenever a new project is launched in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your time tracking application from financial advisor CRM. This flow will generate a new project in Toggl Track whenever a new project is created 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 the selected workspace in Toggl Track.
Start a new project in Toggl Track whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Toggl Track
Build your own integrations between Wealthbox CRM and Toggl Track
Connect Wealthbox CRM and Toggl Track 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 Toggl Track 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
Project updated
Triggers when a project is updated in the selected workspace
Client created
Triggers when a new client is created in the selected workspace
Tag created
Triggers when a new tag is created in the selected workspace
Time entry updated
Triggers when a time entry is updated
Time entry created
Triggers when a new time entry is created
Task updated
Triggers when a task is updated in the selected workspace
Client updated
Triggers when a client is updated in the selected workspace
Project created
Triggers when a new project is created in the selected workspace
Task created
Triggers when a new task is created in the selected workspace
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 in the selected workspace
Create client
Creates a new client in the selected workspace
Create task
Creates a new task in the selected project
Fetch project
Fetches the details of an existing project by ID or name
Fetch time entry
Fetches the details of existing time entry by ID or start and end date
Fetch task
Fetches the details of an existing task by ID
Fetch client
Fetches the details of the existing client by ID or name
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 Toggl Track?
Toggl Track is a time tracking application that lets you manage projects across teams and make better business decisions. It provides tools for team planning, profitability analysis, 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.
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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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.
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