Integrate Wealthbox CRM with Backlog
Send information between Wealthbox CRM and Backlog automatically, without writing any code, using Zoho Flow.
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Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Backlog whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow adds a new project in Backlog.
Set up a new project in Backlog each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Backlog
Build your own integrations between Wealthbox CRM and Backlog
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Supported triggers and actions
Integrate Wealthbox CRM and Backlog 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
User created
Triggers when a new user is created
Issue updated
Triggers when an existing issue is updated
Issue created
Triggers when a new issue is created
Project created
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
Add issue
Adds a new issue
Add comment
Adds a comment to an existing issue
Add project
Adds a new project
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 Backlog?
Backlog is an all-in-one project management application for teams. It provides issue tracking, Git hosting, version control, Wikis, and more.
Similar apps
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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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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.
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Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
