Integrate Wealthbox CRM with Jira Cloud
Send information between Wealthbox CRM and Jira Cloud automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Jira Cloud whenever a new project is launched in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management software from financial advisor CRM. This flow will initiate a new project in Jira Cloud when a new project is established 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 Jira Cloud.
Start a new project in Jira Cloud whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Jira Cloud
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Supported triggers and actions
Integrate Wealthbox CRM and Jira Cloud 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
Comment updated
Triggers when an existing comment is updated
Issue status updated
Triggers when the status of an issue is updated
Comment created
Triggers when a new comment is created
Version released
Triggers when a version is released
Work log created
Triggers when a new work log created
Version created
Triggers when a new version is created for an existing project
Issue updated
Triggers when the details of an existing issue are updated
Work log updated
Triggers when the details of an existing work log are updated
Project updated
Triggers when the details of an existing project are 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
Create comment
Creates a new comment for the specified issue
Create issue
Creates a new issue in the selected project
Create user
Creates a new user
Create project
Creates a new project
Update issue
Updates the details of the specified issue
Fetch user
Fetches the details of an existing user by email address
Fetch project
Fetches the details of an existing project by project ID or key
Fetch issue attribute
Fetches the attributes of an existing issue
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 Jira Cloud?
Jira Cloud is project management software for agile teams. With features such as backlog prioritization, issue tracking, and sprint planning, you can plan and execute your projects effectively.
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Logic
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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
