Integrate Wealthbox CRM with JobNimbus
Send information between Wealthbox CRM and JobNimbus automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in JobNimbus 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 JobNimbus 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 new task in JobNimbus.
Create a new task in JobNimbus each time a new task is created in Wealthbox CRM
Wealthbox CRM + JobNimbus
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Supported triggers and actions
Integrate Wealthbox CRM and JobNimbus 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
Activity created or updated
Triggers when an activity is created or updated
Contact created or updated
Triggers when a contact is created or updated
Job created or updated
Triggers when a job is created or updated
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
Task updated
Triggers when the details of an existing task are updated
Activity updated
Triggers when the details of an existing activity are updated
Contact updated
Triggers when the details of an existing contact are updated
Activity created
Triggers when a new activity is created
Job updated
Triggers when the details of an existing job are updated
Job created
Triggers when a new job 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 task
Creates a new task
Create contact
Creates a new contact
Create activity
Creates a new activity
Create job
Creates a new job
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update activity
Updates the details of an existing activity
Update job
Updates the details of an existing job
Fetch task
Fetches the details of an existing task using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch job
Fetches the details of an existing job using ID
Fetch contact
Fetches the details of an existing contact using 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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
Similar apps
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Custom functions
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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