Integrate Wealthbox CRM with OptimoRoute
Send information between Wealthbox CRM and OptimoRoute automatically, without writing any code, using Zoho Flow.
Build your own integrations between Wealthbox CRM and OptimoRoute
Connect Wealthbox CRM and OptimoRoute with over 950+ 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 OptimoRoute using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
New event
Triggers when a new event is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create project
Creates a new project
Create note
Creates a new note
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create order
Creates a new order
Update order
Updates the details of an existing order
Fetch order
Fetches the details of an existing order using ID or order number
Fetch scheduling
Fetches the scheduling information of an existing order using ID or order number
Fetch route
Fetches the details of an existing route for the specified date
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 OptimoRoute?
OptimoRoute is a route optimization tool that plans and optimizes routes and schedules for deliveries and a mobile workforce.
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.
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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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Technical Engineer, Master Liveaboards
