Integrate Wealthbox CRM with JobNimbus
Send information between Wealthbox CRM and JobNimbus automatically, without writing any code, using Zoho Flow.
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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.
Create a new task in JobNimbus each time a new task is created in Wealthbox CRM
Wealthbox CRM + JobNimbus
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Supported triggers and actions
Integrate Wealthbox CRM and JobNimbus 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
Job created or updated
Triggers when a job is created or updated
Job updated
Triggers when the details of an existing job are updated
Task created or updated
Triggers when a task is created or updated
Activity created or updated
Triggers when an activity is created or updated
Task updated
Triggers when the details of an existing task are updated
Activity created
Triggers when a new activity is created
Job created
Triggers when a new job is created
Contact created or updated
Triggers when a contact is created or updated
Activity updated
Triggers when the details of an existing activity are updated
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Task created
Triggers when a new task 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 job
Creates a new job
Create contact
Creates a new contact
Create activity
Creates a new activity
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update job
Updates the details of an existing job
Update activity
Updates the details of an existing activity
Fetch contact
Fetches the details of an existing contact using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch job
Fetches the details of an existing job using ID
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
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
