Integrate Wealthbox CRM with Frame.io
Send information between Wealthbox CRM and Frame.io automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Frame.io when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and video review and collaboration platform by auto-syncing project details. This flow will set up a new project in Frame.io each time a new project is initiated 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 Frame.io.
Initiate a new project in Frame.io when a new project is established in Wealthbox CRM
Wealthbox CRM + Frame.io
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Supported triggers and actions
Integrate Wealthbox CRM and Frame.io 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 comment reply
Creates a reply for the specified comment
Create comment
Creates a comment for the specified asset
Create project
Creates a new project
Update project
Updates the details of an existing project
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.
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What is Frame.io?
Frame.io is a video review and collaboration platform that provides fast reviewing, version management, advanced search filters and more.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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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.
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CEO, iDAYit
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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