![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Integrate Wealthbox CRM with Simplicate
Send information between Wealthbox CRM and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
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
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Simplicate.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Set up a new project in Simplicate each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Simplicate
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Simplicate
Connect Wealthbox CRM and Simplicate with over 750+ 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
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Employee added
Triggers when a new employee is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Sale recorded
Triggers when a new sale is recorded
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Project created
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Contact person added
Triggers when a new contact person is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Organization created
Triggers when a new organization is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Person added
Triggers when a new person is added
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Add person
Adds a new person
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Record sale
Records a new sale
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
Create invoice
Creates a new invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/simplicate.png)
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.
Similar apps
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.
Similar apps
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Learn more >Logic
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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