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Integrate Wealthbox CRM with Teamwork Projects
Send information between Wealthbox CRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new task in Teamwork Projects whenever a new task is initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Teamwork Projects when a new task is created 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 the selected task list in Teamwork Projects.
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Set up a new task in Teamwork Projects whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Teamwork Projects
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Set up a new project in Teamwork Projects each time a new project is initiated in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management software from financial advisor CRM. This flow will start a new project in Teamwork Projects 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 Teamwork Projects.
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Set up a new project in Teamwork Projects each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Teamwork Projects
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Build your own integrations between Wealthbox CRM and Teamwork Projects
Connect Wealthbox CRM and Teamwork Projects 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 Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New event
Triggers when a new event is created
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New note
Triggers when a new note is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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New workflow
Triggers when a new workflow is created
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New project
Triggers when a new project is created
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New message
Triggers when a new message is created in the selected project
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New person in project
Triggers when a new person is added in the selected project
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New company
Triggers when a new company is created
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New task list
Triggers when a new task list is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New person
Triggers when a new person is added
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New task
Triggers when a new task is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create project
Creates a new project
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
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Create message
Creates a new message in the selected project
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Create project
Creates a new project
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Add person
Adds a new person
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Create milestone
Creates a new milestone in the selected project
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Create task
Creates a new task in the selected task list
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Create company
Creates a new company
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Create time entry
Creates a new time entry in the selected project
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Fetch person
Fetches the details of a person by person ID or email address
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Fetch task
Fetches the details of an existing task
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Fetch tag
Fetches the details of a tag by ID or name
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Fetch project
Fetches the details of an existing project
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Fetch company
Fetches the details of an existing company
What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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 >