Integrate Wealthbox CRM with Yodiz
Send information between Wealthbox CRM and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Yodiz as tasks are initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Yodiz every time a new 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 the selected user story in Yodiz.
Create tasks in Yodiz as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Yodiz
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Supported triggers and actions
Integrate Wealthbox CRM and Yodiz 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
User story created
Triggers when a new user story is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue is created
Epic created
Triggers when a new epic 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
Update epic
Updates the details of an existing epic
Create user story
Creates a new user story
Update issue
Updates the details of an existing issue
Create epic
Creates a new epic
Create issue
Creates a new issue
Update user story
Updates the details of an existing user story
Create task
Creates a new task in the selected user story
Update task
Updates the details of an existing task
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 Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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