Integrate Wealthbox CRM with Paymo
Send information between Wealthbox CRM and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Paymo each time a new task is created in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Paymo every time a new task is added 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 Paymo.
Create a new task in Paymo each time a new task is created in Wealthbox CRM
Wealthbox CRM + Paymo
Initiate a new project in Paymo when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management software by auto-syncing project details. This flow will set up a new project in Paymo 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 Paymo.
Initiate a new project in Paymo when a new project is established in Wealthbox CRM
Wealthbox CRM + Paymo
Build your own integrations between Wealthbox CRM and Paymo
Connect Wealthbox CRM and Paymo 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 Paymo 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 task
Triggers when a new task is created
New invoice
Triggers when a new invoice is created
New task list
Triggers when a new task list is created
New project
Triggers when a new project is created
New client
Triggers when a new client is created
New time entry
Triggers when a new time entry 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 client
Creates a new client
Create task
Creates a new task
Create time entry
Creates a new time entry
Create project
Creates a new project
Create task list
Creates a new task list
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 Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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 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
