Integrate Wealthbox CRM with actiTIME
Send information between Wealthbox CRM and actiTIME automatically, without writing any code, using Zoho Flow.
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Create a task in actiTIME each time a new task is initiated in Wealthbox CRM
Eliminate redundant work and streamline task management by creating a record in the time tracking application. This flow will create a task in actiTIME upon the addition of a task 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 actiTIME.
Create a task in actiTIME each time a new task is initiated in Wealthbox CRM
Wealthbox CRM + actiTIME
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Supported triggers and actions
Integrate Wealthbox CRM and actiTIME using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New opportunity
Triggers when a new opportunity is created
New project
Triggers when a new project is created
New workflow
Triggers when a new workflow is created
Customer created
Triggers when a new customer is created
Task created
Triggers when a new task is created
Task updated
Triggers when the details of an existing task is updated
Project created
Triggers when a new project is created
Customer updated
Triggers when the details of an existing customer is updated
Project updated
Triggers when the details of an existing project is updated
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create task
Creates a new task
Create note
Creates a new note
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create project
Creates a new project
Create task
Creates a new task
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Modify time-track
Modifies the existing value of time-track with the specified value
Fetch customer using name
Fetch customer details using the name
Fetch project using ID
Fetches the details of an existing project using project ID
Fetch task using ID
Fetches the details of an existing task using task ID
Fetch task using name
Fetches the details of an existing task using name
Fetch project using name
Fetches the details of an existing project using name
Fetch customer using ID
Fetches the details of an existing customer using customer 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 actiTIME?
actiTIME is a time tracking application that lets users enter worked hours, time off, and sick leaves in a single interface. It also provides analysis and reports for any management or accounting needs.
Similar apps
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Logic
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Custom functions
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Toto
Technical Engineer, Master Liveaboards
