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
Build your own integrations between Wealthbox CRM and WorkMarket
Connect Wealthbox CRM and WorkMarket 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 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 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 WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
