Integrate Wealthbox CRM with WorkMarket

Send information between Wealthbox CRM and WorkMarket automatically, without writing any code, using Zoho Flow.

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Set up a new project in WorkMarket each time a new project is initiated in Wealthbox CRM

Enable efficient tracking and reporting of projects by creating a new project in your freelance management system. This flow will set up a new project in WorkMarket each time a new project is initiated in Wealthbox CRM.

How it works
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. Zoho Flow creates a new project for the selected client in WorkMarket.
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Set up a new project in WorkMarket each time a new project is initiated in Wealthbox CRM

Wealthbox CRM + WorkMarket

Build your own integrations between Wealthbox CRM and WorkMarket

Connect Wealthbox CRM and WorkMarket with over 800+ 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 WorkMarket 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 assignment

Triggers when a new assignment is created

New client

Triggers when a new client is created

New project

Triggers when a new project 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

Check-out of assignment

Checks out of an assignment on behalf of an assigned worker

Check-in to assignment

Checks in to an assignment on behalf of an assigned worker

Create client

Creates a new client

Add note

Adds a note to the selected assignment

Create assignment

Creates a new assigment

Create project

Creates a new project for the selected client

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.

CRM

What is WorkMarket?

WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.

Project Management

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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