Integrate Wealthbox CRM with TMetric
Send information between Wealthbox CRM and TMetric automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in TMetric upon the addition of a task in Wealthbox CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will set up a task in TMetric every time a task is added in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a task in the selected project in TMetric.
Create a task in TMetric upon the addition of a task in Wealthbox CRM
Wealthbox CRM + TMetric
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Supported triggers and actions
Integrate Wealthbox CRM and TMetric 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
New task
Triggers when a new task is created
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 task
Creates a task in the selected project
Start timer
Starts the timer in the selected account
Create time entry
Creates a time entry in the selected account
Stop timer
Stops the timer in the selected account
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 TMetric?
TMetric is a time-tracking app that lets you monitor flexible employee schedules, create invoices, and track your productivity.
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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
