Integrate Wealthbox CRM with Zoho BugTracker
Send information between Wealthbox CRM and Zoho BugTracker automatically, without writing any code, using Zoho Flow.
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Create a new project in Zoho BugTracker whenever a new project is created in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your bug tracking software. This flow will set up a new project in Zoho BugTracker each time a new project is initiated 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 Zoho BugTracker.
Create a new project in Zoho BugTracker whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Zoho BugTracker
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho BugTracker 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 added
Triggers when a new user is added to the selected project
Issue submitted
Triggers when a new issue is submitted in the selected project
Milestone created
Triggers when a new milestone is created in the selected project
Event created
Triggers when a new event is created in the selected project
Project created
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
Add user
Adds a new user to the selected project
Add comment
Adds a new comment to the selected issue
Create project
Creates a new project
Create milestone
Creates a new milestone in the selected project
Create event
Creates a new event in the selected project
Submit issue
Submits a new issue in the selected project
Update issue
Updates an existing issue in the selected project
Fetch project by name
Fetches the details of an existing project by name
Fetch issue
Fetches the details of an existing issue by 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 Zoho BugTracker?
Zoho BugTracker is an online tool to track issues. You can view progress with bug reports, manage files, and restrict access with different user roles.
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
