Integrate Wealthbox CRM with Frame.io
Send information between Wealthbox CRM and Frame.io automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Frame.io when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and video review and collaboration platform by auto-syncing project details. This flow will set up a new project in Frame.io each time a new project is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Frame.io.
Initiate a new project in Frame.io when a new project is established in Wealthbox CRM
Wealthbox CRM + Frame.io
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Supported triggers and actions
Integrate Wealthbox CRM and Frame.io 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
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 comment reply
Creates a reply for the specified comment
Create comment
Creates a comment for the specified asset
Create project
Creates a new project
Update project
Updates the details of an existing project
What is Frame.io?
Frame.io is a video review and collaboration platform that provides fast reviewing, version management, advanced search filters and more.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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 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.
Julien Granjean
CEO, iDAYit
