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Integrate Wealthbox CRM with Swit
Send information between Wealthbox CRM and Swit automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a new project in Swit when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and team collaboration platform by auto-syncing project details. This flow will set up a new project in Swit 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 project in the selected workspace in Swit.
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Initiate a new project in Swit when a new project is established in Wealthbox CRM
Wealthbox CRM + Swit
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Build your own integrations between Wealthbox CRM and Swit
Connect Wealthbox CRM and Swit 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 Swit using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New note
Triggers when a new note is created
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Completed task
Triggers when a task is completed
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New task
Triggers when a new task is created
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New event
Triggers when a new event is created
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New contact
Triggers when a new contact is created
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New comment
Triggers when a new comment is created
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New opportunity
Triggers when a new opportunity is created
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New project
Triggers when a new project is created
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New workflow
Triggers when a new workflow is created
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Message posted
Triggers when a new message is posted on the selected channel
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Task created
Triggers when a new task is created in the selected project
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Idea posted
Triggers when a new idea is posted on the selected channel
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create task
Creates a new task
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Create note
Creates a new note
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Create event
Creates a new event
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Fetch contact
Fetches a contact by email
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Create message
Posts a message on the selected channel
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Create idea
Posts an idea on the selected channel
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Create comment on task
Posts a comment on the selected task
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Create task
Creates a task in the selected project
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Create project
Creates a project in the selected workspace
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Fetch task
Fetches the details of an existing task
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Fetch project
Fetches the details of an existing project by name
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 Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
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