Integrate Wealthbox CRM with Zonka Feedback
Send information between Wealthbox CRM and Zonka Feedback automatically, without writing any code, using Zoho Flow.
Build your own integrations between Wealthbox CRM and Zonka Feedback
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Supported triggers and actions
Integrate Wealthbox CRM and Zonka Feedback 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 created
Triggers when a new user is created
Response received
Triggers when a new response is received for a survey
Survey created
Triggers when a new survey 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 task
Creates a new task
Send SMS survey
Sends a survey by SMS
Send email survey
Sends a survey by email
Fetch survey
Fetches the details of an existing survey using ID
Fetch user
Fetches the details of an existing user 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.
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Logic
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Custom functions
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