![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Integrate Wealthbox CRM with WebWork
Send information between Wealthbox CRM and WebWork automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Set up a task in WebWork every time a task is added in Wealthbox CRM
Eliminate redundant work and streamline task management by creating a record in the time tracking software. This flow will set up a task in WebWork 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 new task in WebWork.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Set up a task in WebWork every time a task is added in Wealthbox CRM
Wealthbox CRM + WebWork
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and WebWork
Connect Wealthbox CRM and WebWork with over 750+ 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 WebWork using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Create contract
Creates a new contract
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Create user
Creates a new user
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Update user
Updates the details of an existing user
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Assign user to task
Assigns an user to task
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Update project
Updates the details of an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Unassign user from a task
Unassigns an user from a task
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Update contract
Updates the details of an existing contract
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Update task
Updates the details of an existing task
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Fetch task
Fetches the details of an existing task using ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Fetch project
Fetches the details of an existing project using ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Fetch user
Fetches the details of an existing user using ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/webwork.png)
Fetch contract
Fetches the details of an existing contract using ID
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 WebWork?
WebWork is time-tracking and employee management software for organizations. It offers features like time tracking, attendance monitoring, app and web usage, and many more.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >