Integrate Wealthbox CRM with Worksnaps
Send information between Wealthbox CRM and Worksnaps automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Worksnaps each time a new task is initiated in Wealthbox CRM
Eliminate redundant work and streamline task management by creating a record in the time tracking service. This flow will create a task in Worksnaps 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 Worksnaps.
Create a task in Worksnaps each time a new task is initiated in Wealthbox CRM
Wealthbox CRM + Worksnaps
Build your own integrations between Wealthbox CRM and Worksnaps
Connect Wealthbox CRM and Worksnaps 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 Worksnaps 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
User created
Triggers when a new user is created
Project created
Triggers when a new project 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
Create task assignment
Creates a new task assignment
Create time entry
Creates a new offline time entry for the specified user
Create task
Creates a new task
Update project
Updates the details of an existing project
Update time entry
Updates the details of an existing time entry
Update task
Updates the details of an existing task
Fetch project
Fetches the details of an existing project using ID
Fetch task
Fetches the details of an existing task using ID
Fetch task assignment
Fetches the details of an existing task assignment using ID
Fetch time entry
Fetches the details of an existing time entry using ID
Fetch user
Fetches the details of an existing user using ID
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 Worksnaps?
Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
