Integrate Wealthbox CRM with Yodiz
Send information between Wealthbox CRM and Yodiz automatically, without writing any code, using Zoho Flow.
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Create tasks in Yodiz as tasks are initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Yodiz every time a new task is added 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 user story in Yodiz.
Create tasks in Yodiz as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Yodiz
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Supported triggers and actions
Integrate Wealthbox CRM and Yodiz 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
Task created
Triggers when a new task is created in a user story
Epic created
Triggers when a new epic is created
User story created
Triggers when a new user story is created
Issue created
Triggers when a new issue 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 issue
Creates a new issue
Update issue
Updates the details of an existing issue
Update user story
Updates the details of an existing user story
Create task
Creates a new task in the selected user story
Update epic
Updates the details of an existing epic
Create user story
Creates a new user story
Create epic
Creates a new epic
Update task
Updates the details of an existing task
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 Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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