Integrate Wealthbox CRM with Timely
Send information between Wealthbox CRM and Timely automatically, without writing any code, using Zoho Flow.
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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.
Create a new project in Timely whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Timely
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Supported triggers and actions
Integrate Wealthbox CRM and Timely 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
Team created
Triggers when a new team is created
Client created
Triggers when a new client is created for the selected account
Project created
Triggers when a new project is created
Event created
Triggers when a new event is created
Account created
Triggers when a new account is created
Event created for user
Triggers when a new event is created for the selected user
Event created in project
Triggers when a new event is created in the selected project
User added
Triggers when a new user 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
Create event for user
Creates a new event for the selected user
Create project
Creates a new project
Create event in project
Creates a new event in the selected project
Create client
Creates a new client
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.
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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