Integrate Wealthbox CRM with Sprintly
Send information between Wealthbox CRM and Sprintly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Sprintly whenever a new task is initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Sprintly 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 Sprintly.
Set up a new task in Sprintly whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Sprintly
Build your own integrations between Wealthbox CRM and Sprintly
Connect Wealthbox CRM and Sprintly 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 Sprintly 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
Product added
Triggers when a new product is added
Person added
Triggers when a new person is added
Item added
Triggers when a new item is added
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 person
Creates a new person
Create task
Creates a new task
Create product
Creates a new product
Create story
Creates a new story
Create test
Creates a new test
Create defect
Creates a new defect
What is Sprintly?
Sprintly is agile issue tracking software that helps you stay up-to-date on the tasks your teammates are working on.
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Webhook triggers
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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.
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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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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
