Integrate Zoho Tables with Wealthbox CRM
Send information between Zoho Tables and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho Tables and Wealthbox CRM
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Supported triggers and actions
Integrate Zoho Tables and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Base created
Triggers when a new base is created
Record deleted
Triggers when an existing record is deleted in the selected table
Record created
Triggers when a new record is created in the selected table
Workspace created
Triggers when a new workspace is created
Table created
Triggers when a new table is created
Record updated
Triggers when the details of an existing record is updated in the selected table
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
New event
Triggers when a new event is created
All Actions - Actions are the automated tasks
Create record
Creates a new record in the selected table
Create table
Creates a new table in the selected base
Create duplicate base
Creates a duplicate base in the selected workspace
Create base
Creates a new base in the selected workspace
Create duplicate table
Creates a duplicate table in the selected base
Add workspace member
Adds a new member to an existing workspace
Update table
Updates the details of an existing table
Update record
Updates the details of an existing record
Update base
Updates the details of an existing base
Create or update record
Creates a new record or updates the details of an existing record
Fetch table
Fetches the details of an existing table by name
Fetch record
Fetches the details of an existing record
Fetch base
Fetches the details of an existing base by name
Delete record
Deletes an existing record using record ID
Create task
Creates a new task
Create project
Creates a new project
Create note
Creates a new note
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
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
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Webhook triggers
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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
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
