![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Integrate Wealthbox CRM with JobNimbus
Send information between Wealthbox CRM and JobNimbus automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Create a new task in JobNimbus each time a new task is created in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in JobNimbus when a new 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 JobNimbus.
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Create a new task in JobNimbus each time a new task is created in Wealthbox CRM
Wealthbox CRM + JobNimbus
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and JobNimbus
Connect Wealthbox CRM and JobNimbus 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 JobNimbus using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Job created or updated
Triggers when a job is created or updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Job updated
Triggers when the details of an existing job are updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Task created or updated
Triggers when a task is created or updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Activity created or updated
Triggers when an activity is created or updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Task updated
Triggers when the details of an existing task are updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Activity created
Triggers when a new activity is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Job created
Triggers when a new job is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Contact created or updated
Triggers when a contact is created or updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Activity updated
Triggers when the details of an existing activity are updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Contact created
Triggers when a new contact is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Contact updated
Triggers when the details of an existing contact are updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Create job
Creates a new job
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Create contact
Creates a new contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Create activity
Creates a new activity
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Create task
Creates a new task
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Update contact
Updates the details of an existing contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Update task
Updates the details of an existing task
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Update job
Updates the details of an existing job
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Update activity
Updates the details of an existing activity
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Fetch contact
Fetches the details of an existing contact using ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Fetch activity
Fetches the details of an existing activity using ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Fetch job
Fetches the details of an existing job using ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/jobnimbus.png)
Fetch task
Fetches the details of an existing task using ID
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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >