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
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in Aero Workflow.
Set up tasks in Aero Workflow when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Aero Workflow
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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.
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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.
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