Integrate Wealthbox CRM with Mavenlink
Send information between Wealthbox CRM and Mavenlink automatically, without writing any code, using Zoho Flow.
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Create a new project in Mavenlink whenever a new project is created in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management software from financial advisor CRM. This flow will set up a new project in Mavenlink each time a new project is initiated 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 Mavenlink.
Create a new project in Mavenlink whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Mavenlink
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Supported triggers and actions
Integrate Wealthbox CRM and Mavenlink 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
New Story
Triggered when a new story - task, deliverable or milestone is created
New Post
Triggers when a new post 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 Story
Creates a task, deliverable, or milestone in the selected project
Create Post
Creates a new post in the selected project
Create Project
Creates a new project
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 Mavenlink?
Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
