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Integrate Wealthbox CRM with Yanado
Send information between Wealthbox CRM and Yanado automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in Yanado when new tasks are initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Yanado every time a new task is added 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 Yanado.
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Set up tasks in Yanado when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Yanado
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Build your own integrations between Wealthbox CRM and Yanado
Connect Wealthbox CRM and Yanado with over 850+ 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 Yanado using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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Comment created
Triggers when a new comment is created
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Task created
Triggers when a new task is created
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Email task created
Triggers when a new email task is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create event
Creates a new event
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Create note
Creates a new note
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
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Create task from email
Creates a new task from the specified email
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Create task
Creates a new task
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Update task
Updates the details of an existing task
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Fetch task
Fetches the details of an existing task using task ID
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.
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What is Yanado?
Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.
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