Integrate Wealthbox CRM with Clinked
Send information between Wealthbox CRM and Clinked automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Clinked as tasks are initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Clinked each time a new task is created 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 Clinked.
Create tasks in Clinked as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Clinked
Build your own integrations between Wealthbox CRM and Clinked
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Supported triggers and actions
Integrate Wealthbox CRM and Clinked 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
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 note
Creates a new note
Create event
Creates a new event
Create member
Creates a new member
Create group
Creates a new group
Create or update folder
Creates a new folder or updates an existing folder
Create discussion
Creates a new discussion
Create task
Creates a new task
Duplicate a group
Duplicates an existing group
Update member
Updates the details of the specified member
Fetch member
Fetches the details of an existing member by username
Fetch group
Fetches the details of an existing group by group ID
What is Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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