![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Integrate Wealthbox CRM with Active Collab
Send information between Wealthbox CRM and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Create tasks in Active Collab as tasks are initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Active Collab 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 Active Collab.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Create tasks in Active Collab as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Active Collab
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Initiate a new project in Active Collab when a new project is established in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will generate a new project in Active Collab whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Active Collab.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Initiate a new project in Active Collab when a new project is established in Wealthbox CRM
Wealthbox CRM + Active Collab
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Active Collab
Connect Wealthbox CRM and Active Collab with over 750+ 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 Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Task updated
Triggers when the details of an existing task is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Task closed
Triggers when a task is closed
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Project created
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Task list created
Triggers when a new task list is created in a project
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Comment added
Triggers when a comment is added to an object
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Task created
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Task moved
Triggers when a task is moved from one task list to another
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Add comment to task
Creates a new comment in the selected task
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Add comment to discussion
Adds a new comment to discussion
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Create company
Creates a new company
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Update task
Updates the details of an existing task
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Update project
Updates the details of an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Move task
Moves the specified task to the selected task list
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Update company
Updates the details of an existing company
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Fetch company
Fetches the details of an existing company by ID or name
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Fetch currency
Fetches the details of an existing currency by ID, name, or code
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Fetch label
Fetches the details of an existing label by ID or name
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Fetch user
Fetches the details of an existing user by email address
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Fetch template
Fetches the details of an existing template
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Fetch task
Fetches the details of an existing task
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Fetch project
Fetches the details of an existing project by ID or name
![](https://flow-ca-public.nimbuspop.com/flow-apps/active_collab.png)
Fetch category
Fetches the details of an existing category by ID or 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.
Similar apps
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
Similar apps
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