

Integrate Wealthbox CRM with Workstack
Send information between Wealthbox CRM and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Set up tasks in Workstack when new tasks are initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Workstack each time a new task is created 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 the selected todo in Workstack.


Set up tasks in Workstack when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Workstack


Set up a new project in Workstack each time a new project is initiated in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management tool by auto-syncing project details. This flow will initiate a new project in Workstack when a new project is established 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 Workstack.


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

Build your own integrations between Wealthbox CRM and Workstack
Connect Wealthbox CRM and Workstack 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 Workstack 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 todo list
Triggers when a new todo list is created in the selected project

New meeting
Triggers when a new meeting is created for the selected user

New todo
Triggers when a new todo is created in the selected project

New task
Triggers when a new task is created for the selected user

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

Create meeting
Creates a new meeting

Create task
Creates a new task in the selected todo

Create todo list
Creates a new todo list in the selected project

Create todo
Creates a new todo in the selected project

Create project
Creates a new project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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 >