Integrate Wealthbox CRM with Ronin

Send information between Wealthbox CRM and Ronin automatically, without writing any code, using Zoho Flow.

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Create a new contact in Ronin whenever a new contact is created in Wealthbox CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Ronin each time a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Ronin.
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Create a new contact in Ronin whenever a new contact is created in Wealthbox CRM

Wealthbox CRM + Ronin

Build your own integrations between Wealthbox CRM and Ronin

Connect Wealthbox CRM and Ronin 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 Ronin 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

Payment created

Triggers when a new payment is added

Contact created

Triggers when a new contact is created

Task added

Triggers when a new task is added

Client created

Triggers when a new client is created

Estimate created

Triggers when a new estimate is created

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created

Expense created

Triggers when a new expense 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 contact

Creates a new contact

Create client

Creates a new client

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Create expense

Creates a new expense

Create task

Creates a new task

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.

CRM

What is Ronin?

Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.

Proposals & Invoices

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

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