Integrate Wealthbox CRM with Favro
Send information between Wealthbox CRM and Favro automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Favro each time a new task is created in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Favro every time a new task is added 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 a card in Favro.
Create a new task in Favro each time a new task is created in Wealthbox CRM
Wealthbox CRM + Favro
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Supported triggers and actions
Integrate Wealthbox CRM and Favro 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
Card committed
Triggers when a card is committed to another widget
Card moved
Triggers when a card is moved on a widget
Card updated
Triggers when any field (except comments) of a card is changed
Task created
Triggers when a new task is created in a card
Card created
Triggers when a card 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 card
Creates a new card
Create task
Creates a new task in a card
Create task list
Create a new task list in card
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 Favro?
Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.
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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
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
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
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Technical and Operations Head, TruAct
