Integrate Wealthbox CRM with Zoho Recruit
Send information between Wealthbox CRM and Zoho Recruit automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho Recruit 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
Record updated
Triggers when the details of an existing record are updated
Record created
Triggers when a new record is created
Record created or updated in view
Triggers when a record is created in the selected view
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 tag
Adds a new tag to an existing record
Add tabular row
Adds a tabular row to the specified record
Create or update record
Creates a new record. Updates the record if it already exists.
Create tag
Creates a new tag
Create record
Creates a new record
Update record
Updates the details of an existing record
Associate candidate with job opening
Associates a candidate with the specified job opening
Update record status
Updates the status of the specified record
Cancel interview
Cancels the specified interview
Remove tag
Removes a tag from an existing record
Fetch user
Fetches the details of an existing user
Fetch record
Fetches the details of an existing record
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 Recruit?
Zoho Recruit is an applicant tracking system that helps staffing agencies and recruiting departments track job openings, resumes, candidates, and contacts more quickly and efficiently. You can customize and categorize your modules, set reminders for tasks, and check all activities with a client or a contact in the activity stream.
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.
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Endless integrations. End to manual work.
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