![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Integrate Wealthbox CRM with LiquidPlanner
Send information between Wealthbox CRM and LiquidPlanner 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/liquidplanner.png)
Set up a new task in LiquidPlanner whenever a new task is initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in LiquidPlanner 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 LiquidPlanner.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Set up a new task in LiquidPlanner whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + LiquidPlanner
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Set up a new project in LiquidPlanner each time a new project is initiated in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management software by auto-syncing project details. This flow will set up a new project in LiquidPlanner 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 LiquidPlanner.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Set up a new project in LiquidPlanner each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + LiquidPlanner
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and LiquidPlanner
Connect Wealthbox CRM and LiquidPlanner 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 LiquidPlanner 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/liquidplanner.png)
Client added or updated
Triggers when a new client is added or details of an existing client are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Task created or updated
Triggers when a task is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Package added or updated
Triggers when a package is added or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Document created or updated
Triggers when a document is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Comment created or updated
Triggers when a comment is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Project created or updated
Triggers when a project is created or updated
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/liquidplanner.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create package
Creates a new package
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create event
Creates a full day event
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create milestone
Creates a new milestone
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create folder
Creates a new folder
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >