![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Integrate Wealthbox CRM with Easy Projects
Send information between Wealthbox CRM and Easy Projects 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/easy_projects.png)
Initiate a new project in Easy Projects when a new project is established in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management tool from financial advisor CRM. This flow will generate a new project in Easy Projects 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 creates a new project in Easy Projects.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Initiate a new project in Easy Projects when a new project is established in Wealthbox CRM
Wealthbox CRM + Easy Projects
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Easy Projects
Connect Wealthbox CRM and Easy Projects 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 Easy Projects 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/easy_projects.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
New time log
Triggers when a time log is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Updated time log
Triggers when an existing time log is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
New customer
Triggers when a new customer is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
New user
Triggers when a new user is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
New project activity
Triggers when a new activity is created in the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
New project message
Triggers when a new message is posted in the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
New activity
Triggers when a new activity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Updated project
Triggers when an existing project is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Updated activity
Triggers when an existing activity is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
New activity message
Triggers when a new message is posted in the selected activity
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/easy_projects.png)
Create customer
Creates a new customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Update user
Updates the details of an existing user
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Post activity message
Posts a new message in an activity
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Update customer
Updates the details of an existing customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Post project message
Posts a new message in a project
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Create time log
Creates a new time log
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Create activity
Creates a new activity
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Create User
Creates a new user
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Update activity
Updates an existing activity
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Update time log
Updates an existing time log
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Update project
Updates an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Fetch time log
Fetches an existing time log by its unique ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Fetch project
Fetches an existing project by its unique ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/easy_projects.png)
Fetch activity
Fetches an existing activity by its unique ID
What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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