Integrate Wealthbox CRM with Ronin
Send information between Wealthbox CRM and Ronin automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Ronin whenever a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Ronin each time 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 Ronin.
Create a new contact in Ronin whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Ronin
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Supported triggers and actions
Integrate Wealthbox CRM and Ronin 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
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
Expense created
Triggers when a new expense is created
Task added
Triggers when a new task is added
Project created
Triggers when a new project is created
Payment created
Triggers when a new payment is added
Client created
Triggers when a new client 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 task
Creates a new task
Create client
Creates a new client
Create invoice
Creates a new invoice
Create expense
Creates a new expense
Create contact
Creates a new contact
Create estimate
Creates a new estimate
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 Ronin?
Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.
Similar apps
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Custom functions
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