Integrate Wealthbox CRM with Todoist
Send information between Wealthbox CRM and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Todoist whenever a new project is launched in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your task management tool. This flow will set up a new project in Todoist each time a new project is initiated 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 Todoist.
Start a new project in Todoist whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Todoist
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Supported triggers and actions
Integrate Wealthbox CRM and Todoist 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
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Project created
Triggers when a new project is created
New section
Triggers when a new section is added
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
Incomplete task added
Triggers when an incomplete task is added to the selected project
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
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 new task
Create project
Creates a new project
Invite user to project
Invites a user to a project by email
Add comment to task
Adds a comment to a task
Add comment to project
Adds a comment to a project
Mark task as completed
Marks the specified task as completed
Archive project
Archives the specified project
Mark task as incomplete
Marks the specified task as incomplete
Move task
Moves the specified task to the selected project
Update task
Updates the details of an existing task
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your 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 Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
Similar apps
Build comprehensive workflows using
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Logic
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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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