Integrate Wealthbox CRM with ClickUp

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Create a new task in ClickUp each time a new task is created in Wealthbox CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in ClickUp when a new task is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Create a new task in ClickUp each time a new task is created in Wealthbox CRM

Wealthbox CRM + ClickUp

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Supported triggers and actions

Integrate Wealthbox CRM and ClickUp 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

Task status updated

Triggers when the status of a task in the selected space is updated

List created

Triggers when a new list is created

List updated

Triggers when any detail of an existing list is updated

Folder updated

Triggers when any detail of an existing folder is updated

Folder created

Triggers when a new folder is created

Task created

Triggers when a new task is created

Time entry created

Triggers when a new time entry is created

Task moved

Triggers when a task is moved in the selected space

Task updated

Triggers when any detail of a task in the selected space is updated

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

Create subtask

Creates a new subtask under the specified task

Create task

Creates a new task under the selected list

Create checklist

Creates a checklist for the specified task

Create task using template

Creates a new task using an existing template

Create list

Creates a new list

Create folder

Creates a new folder

Add comment

Adds a comment to the specified task

Update task custom field

Updates the details of an existing task custom field

Update list

Updates the details of the specified list

Update task

Updates the details of the specified task

Fetch task

Fetches the details of an existing task by ID and custom fields

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 ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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