Integrate Wealthbox CRM with Redmine
Send information between Wealthbox CRM and Redmine automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new project in Redmine when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management tool by auto-syncing project details. This flow will start a new project in Redmine whenever a new project is launched 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 Redmine.
Initiate a new project in Redmine when a new project is established in Wealthbox CRM
Wealthbox CRM + Redmine
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Supported triggers and actions
Integrate Wealthbox CRM and Redmine 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
Time entry created
Triggers when a new time entry is created
Project created
Triggers when a new project is created
Tracker created
Triggers when a new tracker is created
Issue updated
Triggers when the details of an existing issue is updated
Issue priority added
Triggers when a new issue priority is added
User added
Triggers when you a new user is added
Issue created
Triggers when a new issue 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 issue
Creates a new issue
Create time entry
Creates a new time entry
Create project
Creates a new project
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 Redmine?
Redmine is a project management tool. You can track issues, share documents with your team, and manage multiple projects in the language of your choice.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
