Integrate Wealthbox CRM with ModWebs
Send information between Wealthbox CRM and ModWebs automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in ModWebs each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in ModWebs whenever a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in ModWebs.
Generate a new contact in ModWebs each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ModWebs
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Supported triggers and actions
Integrate Wealthbox CRM and ModWebs 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
Contact created or updated
Triggers when a contact is created or when the details of an existing contact are updated
Booking created
Triggers when a new booking is created
Order created
Triggers when a new order is created
Product updated
Triggers when the details of an existing product are updated
Contact created
Triggers when a new contact is created
Product created
Triggers when a new product is created
Order updated
Triggers when the details of an existing order are updated
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 contact
Creates a new contact
Create member
Creates a new member
Fetch contact
Fetches the details of an existing contact using the contact ID or email address
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 ModWebs?
ModWebs is a drag-and-drop website builder that lets you create your online store with marketing funnels, email automation, bookings and appointments, and more.
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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.
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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
Endless integrations. End to manual work.
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