![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
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
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
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.
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
Set up a new project in WorkMarket each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + WorkMarket
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
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
![](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/workmarket.png)
New client
Triggers when a new client is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
New project
Triggers when a new project is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
New assignment
Triggers when a new assignment is created
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/workmarket.png)
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
Create project
Creates a new project for the selected client
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
Create client
Creates a new client
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
Create assignment
Creates a new assigment
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
![](https://flow-eu-public.nimbuspop.com/flow-apps/workmarket.png)
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.
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