Integrate Wealthbox CRM with Zoho Sprints

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

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Start a new project in Zoho Sprints whenever a new project is launched in Wealthbox CRM

Reduce discrepancies between financial advisor CRM and project management tool by auto-syncing project details. This flow will set up a new project in Zoho Sprints 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 the selected team in Zoho Sprints.
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Start a new project in Zoho Sprints whenever a new project is launched in Wealthbox CRM

Wealthbox CRM + Zoho Sprints

Build your own integrations between Wealthbox CRM and Zoho Sprints

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Supported triggers and actions

Integrate Wealthbox CRM and Zoho Sprints 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

Sprint started in portal

Triggers when a new sprint is started in an existing portal

Sprint completed

Triggers when a sprint is completed in the selected project

Task created

Triggers when a new task is created

Item updated

Triggers when the details of an existing item are updated

Item added in sprint

Triggers when a new item is created in the selected sprint

Epic created

Triggers when a new epic is created in the selected project

Sprint started

Triggers when a sprint is started in the selected project

Comment added to item

Triggers when a new comment is added to an item

Log hour updated

Triggers when an existing log hour is updated

Item completed in portal

Triggers when an item's status is changed to completed in the selected portal

Bug added

Triggers when a new bug is created in the selected sprint

Project created

Triggers when a new project is created in the selected team

Sprint updated

Triggers when the details of an existing sprint are updated

Item added in portal

Triggers when a new item is added to a portal

Story created in sprint

Triggers when a new story is created in the selected sprint

Project updated

Triggers when the details of an existing project are updated

Sprint updated in portal

Triggers when the details of a sprint are updated in an existing portal

Log hour added

Triggers when a new log hour is added

Sprint created

Triggers when a new sprint is created in the selected project

Comment added in sprint

Triggers when a comment is added to a sprint

Sprint completed in portal

Triggers when a sprint from a project is completed in the selected portal

Sprint created in portal

Triggers when a new sprint is created in an existing portal

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

Complete sprint

Completes the selected sprint

Create subitem

Creates a new subitem for the specified item

Create project

Creates a new project in the selected team

Create sprint

Creates a new sprint in the selected project

Add user

Adds a new user to the selected project

Add sprint comment

Adds a new comment to a sprint

Create epic

Creates a new epic

Create log hour

Creates a new log hour

Start sprint

Starts the selected sprint

Create item

Creates a new item

Add item comment

Adds a new comment for an item

Schedule meeting

 Schedules a meeting based on details entered by the user

Update item status

Updates the status of an existing item by ID

Add user to a sprint

Adds a new user to the selected sprint

Update item

Updates an item based on its id

Fetch item detail

Fetches the details of an item in a sprint by item ID

Fetch release by ID

Fetches a release by ID

Fetch epic

Fetches an existing epic by ID

Fetch user in team

Fetches a user by email address in the selected team

Fetch sprint

Fetches a sprint based on its ID

Fetch item

Fetches an item in a project by its name

Fetch priority

Fetches the priority by given name or ID

Fetch item status by ID

Fetch item status by ID

Fetch user in project

Fetches a user by email in the selected project

Fetch user in sprint

Fetches the details of a user in the selected sprint by email address

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 Sprints?

Zoho Sprints is a free online agile project management tool with scrum, agile reports and collaboration capabilities for software development teams.

Project Management Zoho

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 >

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

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