![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/backlog.png)
Integrate Wealthbox CRM with Backlog
Send information between Wealthbox CRM and Backlog 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/backlog.png)
Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Backlog 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 adds a new project in Backlog.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/backlog.png)
Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Backlog
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Backlog
Connect Wealthbox CRM and Backlog 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 Backlog 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/backlog.png)
User created
Triggers when a new user is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/backlog.png)
Project created
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/backlog.png)
Issue created
Triggers when a new issue is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/backlog.png)
Issue updated
Triggers when an existing issue is updated
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/backlog.png)
Add issue
Adds a new issue
![](https://flow-ca-public.nimbuspop.com/flow-apps/backlog.png)
Add project
Adds a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/backlog.png)
Add comment
Adds a comment to an existing issue
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 Backlog?
Backlog is an all-in-one project management application for teams. It provides issue tracking, Git hosting, version control, Wikis, and more.
Similar apps
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 >