Integrate Wealthbox CRM with Intervals

Send information between Wealthbox CRM and Intervals automatically, without writing any code, using Zoho Flow.

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Create a task in Intervals as soon as a task is created in Wealthbox CRM

Track the time spent on each task by creating a record in your time tracking software. This flow will set up a task in Intervals every time a task is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new task in Intervals.
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Create a task in Intervals as soon as a task is created in Wealthbox CRM

Wealthbox CRM + Intervals

Build your own integrations between Wealthbox CRM and Intervals

Connect Wealthbox CRM and Intervals with over 800+ 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 Intervals 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

Milestone created

Triggers when a new milestone is created

Task created

Triggers when a new task is created

Invoice created

Triggers when a new invoice 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

Create project

Creates a new project

Create client

Creates a new client

Create task

Creates a new task

Create invoice

Creates a new invoice

Create milestone

Creates a new milestone

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.

CRM

What is Intervals?

Intervals is a time tracking and task management solution that includes intelligent reporting to make informed decisions based on your time.

Time Tracking

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.

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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

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Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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Harnoor Abroll

Technical and Operations Head, TruAct

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