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Integrate Wealthbox CRM with Taskworld
Send information between Wealthbox CRM and Taskworld automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in Taskworld when new tasks are initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Taskworld when 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 Taskworld.
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Set up tasks in Taskworld when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Taskworld
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Create a new project in Taskworld whenever a new project is created in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management software by auto-syncing project details. This flow will generate a new project in Taskworld whenever a new project is created 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 Taskworld.
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Create a new project in Taskworld whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Taskworld
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Build your own integrations between Wealthbox CRM and Taskworld
Connect Wealthbox CRM and Taskworld 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 Taskworld 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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Project created
Triggers when a new project is created
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 project
Creates a new project
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Add task to task list
Adds a task to a task list in the specified project and workspace
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Create task
Creates a new task
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Create message
Creates a message in the selected workspace
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Create tag
Creates a new tag
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Update project
Updates the details of an existing project
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Update task
Updates the details of an existing task
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Fetch task
Fetches the details of an existing task
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Fetch tag
Fetches the details of an existing tag
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Fetch user
Fetches the details of an existing user
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Remove tag from task
Removes an existing tag from the specified task
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 Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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