Integrate Wealthbox CRM with Zoho Writer
Send information between Wealthbox CRM and Zoho Writer automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho Writer 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
Document edited
Triggers when an existing document is edited
Document created and moved to folder
Triggers when a new document is created and moved to the selected folder
Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs
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
Send document for signature
Sends the specified document for electronic signature
Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it
Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email
Merge and email document
Creates a merged document with the selected template and sends it through email
Create document
Creates a new document with the given text
Merge and store document
Creates a merged document with the selected template and stores it
Upload document
Uploads the selected document and optionally to the selected folder
Merge and store document - WorkDrive
Creates a merged document with selected template and stores it in WorkDrive
Merge and sign document
Creates a merged document with the selected template and signs it
Lock or unlock document
Locks or unlocks the specified document
Mark or unmark favorite
Marks or unmarks the specified document as favorite
Mark or unmark final status
Marks or unmarks the status of the specified document as final
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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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
Endless integrations. End to manual work.
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