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Integrate Wealthbox CRM with Timely
Send information between Wealthbox CRM and Timely automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Timely whenever a new project is created in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and time tracking software by auto-syncing project details. This flow will start a new project in Timely 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 Timely.
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Create a new project in Timely whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Timely
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Build your own integrations between Wealthbox CRM and Timely
Connect Wealthbox CRM and Timely 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 Timely 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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Team created
Triggers when a new team is created
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Client created
Triggers when a new client is created for the selected account
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Project created
Triggers when a new project is created
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Event created
Triggers when a new event is created
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Account created
Triggers when a new account is created
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Event created for user
Triggers when a new event is created for the selected user
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Event created in project
Triggers when a new event is created in the selected project
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User added
Triggers when a new user is added
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 event for user
Creates a new event for the selected user
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Create project
Creates a new project
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Create event in project
Creates a new event in the selected project
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Create client
Creates a new client
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Add user
Adds a new user
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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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