Integrate Wealthbox CRM with DoneDone
Send information between Wealthbox CRM and DoneDone automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in DoneDone each time a new task is created in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in DoneDone when 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 task in the selected project in DoneDone.
Create a new task in DoneDone each time a new task is created in Wealthbox CRM
Wealthbox CRM + DoneDone
Create a new project in DoneDone whenever a new project is created in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your task tracker. This flow will start a new project in DoneDone whenever a new project is launched in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in DoneDone.
Create a new project in DoneDone whenever a new project is created in Wealthbox CRM
Wealthbox CRM + DoneDone
Build your own integrations between Wealthbox CRM and DoneDone
Connect Wealthbox CRM and DoneDone with over 750+ 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 DoneDone 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 created
Triggers when a new task is created in the selected project
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 task
Creates a task in the selected project
Add comment
Adds a comment to the specified task
Create project
Creates a new project
Update task priority
Updates the priority of the specified task
Update task status
Updates the status of the specified task
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 DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
