

Integrate Wealthbox CRM with Motion
Send information between Wealthbox CRM and Motion automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Set up a new task in Motion whenever a new task is initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Motion each time 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 Motion.


Set up a new task in Motion whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Motion


Set up a new project in Motion each time a new project is initiated in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your AI tool. This flow will start a new project in Motion whenever a new project is launched 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 Motion.


Set up a new project in Motion each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Motion

Build your own integrations between Wealthbox CRM and Motion
Connect Wealthbox CRM and Motion 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 Motion 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
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 project
Creates a new project

Create recurring task
Creates a recurring task

Create task
Creates a new task

Create comment
Creates a new comment

Update task
Updates the details of an existing task

Move task
Moves an existing task from one workspace to another

Fetch task by name
Fetches the details of an existing task using name

Fetch task by ID
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 Motion?
Motion is an artificial intelligence tool that can schedule and reschedule meetings, complete tasks, create projects, and more.
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 >