Integrate Wealthbox CRM with Zoho BugTracker

Send information between Wealthbox CRM and Zoho BugTracker automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a new project in Zoho BugTracker whenever a new project is created in Wealthbox CRM

Enable efficient tracking and reporting of projects by creating a new project in your bug tracking software. This flow will set up a new project in Zoho BugTracker each time a new project is initiated in Wealthbox CRM.

How it works
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. Zoho Flow creates a new project in Zoho BugTracker.
+

Create a new project in Zoho BugTracker whenever a new project is created in Wealthbox CRM

Wealthbox CRM + Zoho BugTracker

Build your own integrations between Wealthbox CRM and Zoho BugTracker

Connect Wealthbox CRM and Zoho BugTracker 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 Zoho BugTracker 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

User added

Triggers when a new user is added to the selected project

Issue submitted

Triggers when a new issue is submitted in the selected project

Event created

Triggers when a new event is created in the selected project

Project created

Triggers when a new project is created

Milestone created

Triggers when a new milestone is created in the selected 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

Add user

Adds a new user to the selected project

Add comment

Adds a new comment to the selected issue

Create event

Creates a new event in the selected project

Submit issue

Submits a new issue in the selected project

Create project

Creates a new project

Create milestone

Creates a new milestone in the selected project

Update issue

Updates an existing issue in the selected project

Fetch issue

Fetches the details of an existing issue by ID

Fetch project by name

Fetches the details of an existing project by 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.

CRM

What is Zoho BugTracker?

Zoho BugTracker is an online tool to track issues. You can view progress with bug reports, manage files, and restrict access with different user roles.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY