Integrate Wealthbox CRM with ModWebs
Send information between Wealthbox CRM and ModWebs automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in ModWebs each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in ModWebs whenever a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in ModWebs.
Generate a new contact in ModWebs each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ModWebs
Build your own integrations between Wealthbox CRM and ModWebs
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Supported triggers and actions
Integrate Wealthbox CRM and ModWebs 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
Order created
Triggers when a new order is created
Contact created
Triggers when a new contact is created
Order updated
Triggers when the details of an existing order are updated
Product created
Triggers when a new product is created
Booking created
Triggers when a new booking is created
Contact created or updated
Triggers when a contact is created or when the details of an existing contact are updated
Product updated
Triggers when the details of an existing product are updated
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 member
Creates a new member
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact using the contact ID or email address
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 ModWebs?
ModWebs is a drag-and-drop website builder that lets you create your online store with marketing funnels, email automation, bookings and appointments, and more.
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.
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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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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
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
Toto
Technical Engineer, Master Liveaboards
