Integrate Wealthbox CRM with Wrike
Send information between Wealthbox CRM and Wrike automatically, without writing any code, using Zoho Flow.
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Set up tasks in Wrike when new tasks are initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Wrike whenever a new task is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task under the selected folder or project in Wrike.
Set up tasks in Wrike when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Wrike
Create a new project in Wrike whenever a new project is created in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will set up a new project in Wrike 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 new project under the selected folder in Wrike.
Create a new project in Wrike whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Wrike
Build your own integrations between Wealthbox CRM and Wrike
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Supported triggers and actions
Integrate Wealthbox CRM and Wrike 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 event occurred
Triggers when an event has occurred in a task
Folder or project created
Triggers when a new folder or project is created
Comment added for task
Triggers when a new comment is added for a task
Task status updated
Triggers when the status of a task is updated
Project status updated
Triggers when the status of a project is updated
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Task created
Triggers when a new task is created
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
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 under the selected folder
Add comment to task
Adds a comment to the specified task
Create time log entry
Creates a new time log entry for the specified task
Create folder
Creates a new folder under the selected parent folder
Fetch user
Fetches the details of an existing user
Create task
Creates a new task under the selected folder or project
Add comment to folder or project
Adds a comment to the selected folder or project
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch folder or project
Fetches the details of an existing folder or project
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 Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
Similar apps
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Logic
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Custom functions
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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
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.
Julien Granjean
CEO, iDAYit
