Integrate Wealthbox CRM with Workstack
Send information between Wealthbox CRM and Workstack automatically, without writing any code, using Zoho Flow.
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Set up tasks in Workstack when new tasks are initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Workstack 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 todo in Workstack.
Set up tasks in Workstack when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Workstack
Set up a new project in Workstack each time a new project is initiated in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management tool by auto-syncing project details. This flow will initiate a new project in Workstack 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 Workstack.
Set up a new project in Workstack each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Workstack
Build your own integrations between Wealthbox CRM and Workstack
Connect Wealthbox CRM and Workstack 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 Workstack 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
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
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 task
Creates a new task in the selected todo
Create project
Creates a new project
Create todo list
Creates a new todo list in the selected project
Create todo
Creates a new todo in the selected project
Create meeting
Creates a new meeting
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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.
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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
