Integrate Wealthbox CRM with Apptio Targetprocess
Send information between Wealthbox CRM and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Create a new task in Apptio Targetprocess each time a new task is created in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Apptio Targetprocess 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 Apptio Targetprocess.
Create a new task in Apptio Targetprocess each time a new task is created in Wealthbox CRM
Wealthbox CRM + Apptio Targetprocess
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Supported triggers and actions
Integrate Wealthbox CRM and Apptio Targetprocess 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 comment
Triggers when a new comment is added
New bug
Triggers when a new bug is created
New task
Triggers when a new task is created
New build
Triggers when a new build is created
New time record
Triggers when a new time record is created
New feature
Triggers when new feature is created
New iteration
Triggers when a new iteration is added
New request
Triggers when a new request is created
New user story
Triggers when a new user story is created
New release
Triggers when a new release is created
New team iteration
Triggers when a new team iteration is added
New project
Triggers when a new project 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 build
Creates a new build
Add comment
Adds a new comment to an existing entity
Create time record
Creates a new time record
Add requester to request
Creates a new requester and adds them to an existing request
Create feature
Creates a new feature
Create request
Creates a new request
Create bug
Creates a new bug
Create user story
Creates a new user story
Create task
Creates a new task
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 Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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.
Learn more >
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.
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
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
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
