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Integrate Wealthbox CRM with TimeCamp
Send information between Wealthbox CRM and TimeCamp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a task in TimeCamp every time a task is added in Wealthbox CRM
Efficiently manage deadlines by logging all tasks in your time management tool. This flow will create a task in TimeCamp upon the addition of a task 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 project in TimeCamp.
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Set up a task in TimeCamp every time a task is added in Wealthbox CRM
Wealthbox CRM + TimeCamp
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Build your own integrations between Wealthbox CRM and TimeCamp
Connect Wealthbox CRM and TimeCamp 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 TimeCamp 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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New task or project
Triggers when a new task or 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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Create time entry
Creates a new time entry
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Create task
Creates a new task in the selected project
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 TimeCamp?
TimeCamp is time management tool that helps you keep track of your goals and billing hours. With automatic away time detection, filtering, and real-time dashboard, you can stay focused on your goals.
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