Integrate Wealthbox CRM with Coda
Send information between Wealthbox CRM and Coda automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Coda 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
Row updated
Triggers when a row is updated in the selected table
Row added
Triggers when a new row is added to the selected table
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
Copy document
Copies an existing document in Coda
Create row
Creates a new row in the selected table
Insert or update row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows
Create blank document
Creates a new blank Coda document
Publish document
Publishes the existing Coda document by document ID
Update page
Updates an existing page in the specified document
Update row
Updates an existing row in the selected table
Share document
Shares the existing Coda document to the specified email address or anyone on the web
Find row
Searches for a Coda row in the selected table using a column match search
Fetch row
Fetches an existing row by ID
Fetch document
Fetches an existing document by ID
Fetch page
Fetches an existing page in given coda document by page name
Unpublish document
Unpublishes an already published Coda document using document ID
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 Coda?
Coda is a cloud-based document editor that blends spreadsheets, presentations, apps, and documents together. It can also integrate with third-party services like Slack and Gmail to automate tasks.
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.
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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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CEO, OpIndia
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