Integrate Wealthbox CRM with Aero Workflow

Send information between Wealthbox CRM and Aero Workflow automatically, without writing any code, using Zoho Flow.

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Set up tasks in Aero Workflow when new tasks are initiated in Wealthbox CRM

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Aero Workflow whenever a new task is initiated in Wealthbox CRM.

How it works
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new task in Aero Workflow.
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Set up tasks in Aero Workflow when new tasks are initiated in Wealthbox CRM

Wealthbox CRM + Aero Workflow

Build your own integrations between Wealthbox CRM and Aero Workflow

Connect Wealthbox CRM and Aero Workflow with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Wealthbox CRM and Aero Workflow 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

New contact

Triggers when a new contact is created

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 contact

Creates a new contact

Create email

Creates a new email

Create appointment

Creates a new appointment

Create task

Creates a new task

Create company

Creates a new company

Fetch contact

Fetch details of a contact 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.

CRM

What is Aero Workflow?

Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.

Accounting

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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