Integrate Wealthbox CRM with Ticketbud
Send information between Wealthbox CRM and Ticketbud automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Ticketbud 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
Event ticket sold
Triggers when a new ticket is sold for an event
Event created
Triggers when a new event is created by the authenticated account
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
Check-in ticket
Checks in a specified ticket for an event
Check-out ticket
Checks out a specified ticket for an event
Fetch ticket by ticket ID or barcode
Fetches the details of a ticket by ID or barcode
Fetch event by name
Fetches the details of an event by name
Fetch event by ID
Fetches the details of an event by ID
Fetch event totals
Fetches the total sales and payout details of the specified event
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 Ticketbud?
Ticketbud is an application that helps you manage your event, sell tickets, promote your ticket sales, and capture data about your audience.
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.
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