![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Integrate Wealthbox CRM with Teamwork Projects
Send information between Wealthbox CRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Set up a new task in Teamwork Projects whenever a new task is initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Teamwork Projects 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 the selected task list in Teamwork Projects.
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Set up a new task in Teamwork Projects whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Teamwork Projects
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Set up a new project in Teamwork Projects each time a new project is initiated in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management software from financial advisor CRM. This flow will start a new project in Teamwork Projects whenever a new project is launched 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 Teamwork Projects.
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Set up a new project in Teamwork Projects each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Teamwork Projects
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Teamwork Projects
Connect Wealthbox CRM and Teamwork Projects 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 Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New person in project
Triggers when a new person is added in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New message
Triggers when a new message is created in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New time entry
Triggers when a new time entry is created in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New project
Triggers when a new project is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New person
Triggers when a new person is added
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New task
Triggers when a new task is created in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New company
Triggers when a new company is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New task list
Triggers when a new task list is created in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create message
Creates a new message in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create project
Creates a new project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create time entry
Creates a new time entry in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create task
Creates a new task in the selected task list
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create company
Creates a new company
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Add person
Adds a new person
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Create milestone
Creates a new milestone in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch tag
Fetches the details of a tag by ID or name
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch project
Fetches the details of an existing project
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch person
Fetches the details of a person by person ID or email address
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch task
Fetches the details of an existing task
![](https://flow-eu-public.nimbuspop.com/flow-apps/teamwork_projects.png)
Fetch company
Fetches the details of an existing company
What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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