Integrate Wealthbox CRM with Zoho Meeting
Send information between Wealthbox CRM and Zoho Meeting automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho Meeting using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New project
Triggers when a new project is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
Webinar canceled
Triggers when a webinar is canceled
Registrant added
Triggers when a participant registers for the selected webinar
Meeting recording uploaded
Triggers when the recording of a meeting is uploaded
Recording transcript generated
Triggers when the transcript of a recording is generated
Poll answered
Triggers when a poll is answered in the selected webinar
Webinar recording uploaded
Triggers when the recording of a webinar is uploaded
Meeting created
Triggers when a meeting is created
Webinar ended
Triggers when a webinar has ended
Meeting canceled
Triggers when a meeting is cancelled
Recording summary generated
Triggers when the summary of a recording is generated
Meeting started
Triggers when a meeting has started
Meeting updated
Triggers when a meeting is updated
Meeting ended
Triggers when a meeting is completed
Webinar started
Triggers when a webinar has started
Member joined for webinar
Triggers when a new member has joined the selected webinar
Webinar created
Triggers when a new webinar is created
Member removed from webinar
Triggers when a member is removed from the selected webinar
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create event
Creates a new event
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create note
Creates a new note
Fetch contact
Fetches a contact by email
Schedule webinar
Schedules a new webinar
Add registrant
Adds a new registrant
Schedule meeting
Schedules a new meeting
Update webinar
Updates the details of an existing webinar
Update recording permission
Updates a recording permission
Update meeting
Updates the details of an existing meeting
Fetch meeting recording
Fetches the recording of an existing meeting
Fetch webinar
Fetches the details of an existing webinar
Fetch meeting report
Fetches the report of the specified meeting
Fetch meeting
Fetches the details of an existing 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 Zoho Meeting?
Zoho Meeting is a secure online meeting platform and webinar solution that helps people find new ways to collaborate and work remotely with efficacy.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
