Integrate Wealthbox CRM with Simplicate

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

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Set up a new project in Simplicate each time a new project is initiated in Wealthbox CRM

Reduce discrepancies between financial advisor CRM and business process management platform by auto-syncing project details. This flow will generate a new project in Simplicate whenever a new project is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. Zoho Flow creates a new project in Simplicate.
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Set up a new project in Simplicate each time a new project is initiated in Wealthbox CRM

Wealthbox CRM + Simplicate

Build your own integrations between Wealthbox CRM and Simplicate

Connect Wealthbox CRM and Simplicate 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 Simplicate 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

Invoice created

Triggers when a new invoice is created

Employee added

Triggers when a new employee is added

Sale recorded

Triggers when a new sale is recorded

Project created

Triggers when a new project is created

Contact person added

Triggers when a new contact person is added

Organization created

Triggers when a new organization is created

Person added

Triggers when a new person is added

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

Add person

Adds a new person

Record sale

Records a new sale

Create project

Creates a new project

Create invoice

Creates a new invoice

Add leave

Adds a new leave for an employee

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 Simplicate?

Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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