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Integrate Wealthbox CRM with FreshBooks
Send information between Wealthbox CRM and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a task in FreshBooks upon the addition of a task in Wealthbox CRM
Track the time spent on each task by creating a record in your accounting software. This flow will create a task in FreshBooks as soon as a task is created 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 FreshBooks.
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Create a task in FreshBooks upon the addition of a task in Wealthbox CRM
Wealthbox CRM + FreshBooks
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Build your own integrations between Wealthbox CRM and FreshBooks
Connect Wealthbox CRM and FreshBooks with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New note
Triggers when a new note is created
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Completed task
Triggers when a task is completed
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New task
Triggers when a new task is created
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New event
Triggers when a new event is created
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New contact
Triggers when a new contact is created
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New comment
Triggers when a new comment is created
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New opportunity
Triggers when a new opportunity is created
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New project
Triggers when a new project is created
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New workflow
Triggers when a new workflow is created
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Expense created
Triggers when a new expense is created
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Time entry added
Triggers when an new time entry is added
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Estimate created
Triggers when a new estimate is created
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Payment added
Triggers when a new payment is added
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Project created
Triggers when a new project is created
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Invoice created
Triggers when a new invoice is created
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Client created
Triggers when a new client is created
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create task
Creates a new task
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Create note
Creates a new note
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Create event
Creates a new event
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Fetch contact
Fetches a contact by email
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Create invoice
Creates a new invoice
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Create project
Creates a new project
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Create estimate
Creates a new estimate
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Create expense
Creates a new expense
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Create task
Creates a new task
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Create client
Creates a new client
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Update client
Updates the details of an existing client
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Update project
Updates the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update expense
Updates the details of an existing expense
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Update estimate
Updates the details of an existing estimate
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Update task
Updates the details of an existing task
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Fetch invoice
Fetches the details of an existing invoice by number
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Fetch estimate
Fetches the details of an existing estimate by number
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Fetch client - By ID
Fetches the details of an existing client by ID
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Fetch client - By email address
Fetches the details of an existing client by email address
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Fetch user
Fetches the details of an existing user by email address
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 FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
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