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Integrate Wealthbox CRM with Worksnaps
Send information between Wealthbox CRM and Worksnaps automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a task in Worksnaps each time a new task is initiated in Wealthbox CRM
Eliminate redundant work and streamline task management by creating a record in the time tracking service. This flow will create a task in Worksnaps upon the addition of a task 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 Worksnaps.
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Create a task in Worksnaps each time a new task is initiated in Wealthbox CRM
Wealthbox CRM + Worksnaps
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Build your own integrations between Wealthbox CRM and Worksnaps
Connect Wealthbox CRM and Worksnaps 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 Worksnaps using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New event
Triggers when a new event is created
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New note
Triggers when a new note is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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New workflow
Triggers when a new workflow is created
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Project created
Triggers when a new project is created
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User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create project
Creates a new project
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
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Create task assignment
Creates a new task assignment
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Create time entry
Creates a new offline time entry for the specified user
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Create task
Creates a new task
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Update task
Updates the details of an existing task
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Update project
Updates the details of an existing project
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Update time entry
Updates the details of an existing time entry
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Fetch project
Fetches the details of an existing project using ID
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Fetch user
Fetches the details of an existing user using ID
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Fetch task assignment
Fetches the details of an existing task assignment using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch time entry
Fetches the details of an existing time entry 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 Worksnaps?
Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.
Build comprehensive workflows using
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