Integrate Wealthbox CRM with Productive
Send information between Wealthbox CRM and Productive automatically, without writing any code, using Zoho Flow.
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Create tasks in Productive as tasks are initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Productive whenever a new task is initiated 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 Productive.
Create tasks in Productive as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Productive
Set up a new project in Productive each time a new project is initiated in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will set up a new project in Productive 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 Productive.
Set up a new project in Productive each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Productive
Build your own integrations between Wealthbox CRM and Productive
Connect Wealthbox CRM and Productive with over 800+ 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 Productive 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
Booking created
Triggers when a new booking is created
Contact created
Triggers when a new contact is added
Deal created
Triggers when a new deal is created
Contract created
Triggers when a new contract 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 contract
Creates a new contract
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create booking
Creates a new booking
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update booking
Updates the details of an existing booking
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Update deal
Updates the details of an existing deal
Update contract
Updates the details of an existing contract
Fetch contact
Fetches the details of an existing contact using ID
Fetch project
Fetches the details of an existing project using project ID
Fetch company
Fetches the details of an existing company using name
Fetch people
Fetches the details of the specified people
Fetch task
Fetches the details of an existing task using task ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch deal
Fetches the details of an existing deal 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 Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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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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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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