Integrate Wealthbox CRM with Apptio Targetprocess
Send information between Wealthbox CRM and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Create a new task in Apptio Targetprocess each time a new task is created in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Apptio Targetprocess whenever a new task is initiated 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 Apptio Targetprocess.
Create a new task in Apptio Targetprocess each time a new task is created in Wealthbox CRM
Wealthbox CRM + Apptio Targetprocess
Build your own integrations between Wealthbox CRM and Apptio Targetprocess
Connect Wealthbox CRM and Apptio Targetprocess 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 Apptio Targetprocess 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 event
Triggers when a new event is created
New note
Triggers when a new note 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
New workflow
Triggers when a new workflow is created
New request
Triggers when a new request is created
New task
Triggers when a new task is created
New bug
Triggers when a new bug is created
New feature
Triggers when new feature is created
New team iteration
Triggers when a new team iteration is added
New iteration
Triggers when a new iteration is added
New release
Triggers when a new release is created
New build
Triggers when a new build is created
New comment
Triggers when a new comment is added
New project
Triggers when a new project is created
New time record
Triggers when a new time record is created
New user story
Triggers when a new user story is created
All Actions - Actions are the automated tasks
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Add comment
Adds a new comment to an existing entity
Create user story
Creates a new user story
Create time record
Creates a new time record
Add requester to request
Creates a new requester and adds them to an existing request
Create build
Creates a new build
Create task
Creates a new task
Create request
Creates a new request
Create bug
Creates a new bug
Create feature
Creates a new feature
What is Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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