Integrate Wealthbox CRM with WorkMarket
Send information between Wealthbox CRM and WorkMarket automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in WorkMarket each time a new project is initiated in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your freelance management system. This flow will set up a new project in WorkMarket 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 new project for the selected client in WorkMarket.
Set up a new project in WorkMarket each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + WorkMarket
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Supported triggers and actions
Integrate Wealthbox CRM and WorkMarket 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
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New assignment
Triggers when a new assignment is created
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
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Create project
Creates a new project for the selected client
Create client
Creates a new client
Create assignment
Creates a new assigment
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Add note
Adds a note to the selected assignment
What is WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
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