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
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.
Set up a task in WebWork every time a task is added in Wealthbox CRM
Wealthbox CRM + WebWork
Build your own integrations between Wealthbox CRM and WebWork
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Supported triggers and actions
Integrate Wealthbox CRM and WebWork 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
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 contract
Creates a new contract
Create project
Creates a new project
Create user
Creates a new user
Create task
Creates a new task
Update user
Updates the details of an existing user
Assign user to task
Assigns an user to task
Update project
Updates the details of an existing project
Unassign user from a task
Unassigns an user from a task
Update contract
Updates the details of an existing contract
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task using ID
Fetch project
Fetches the details of an existing project using ID
Fetch user
Fetches the details of an existing user using ID
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.
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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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
