

Integrate Wealthbox CRM with Active Collab
Send information between Wealthbox CRM and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create tasks in Active Collab as tasks are initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Active Collab 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 Active Collab.


Create tasks in Active Collab as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Active Collab


Initiate a new project in Active Collab when a new project is established in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will generate a new project in Active Collab whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Active Collab.


Initiate a new project in Active Collab when a new project is established in Wealthbox CRM
Wealthbox CRM + Active Collab

Build your own integrations between Wealthbox CRM and Active Collab
Connect Wealthbox CRM and Active Collab 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 Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New event
Triggers when a new event is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

Completed task
Triggers when a task is completed

New note
Triggers when a new note is created

New workflow
Triggers when a new workflow is created

New project
Triggers when a new project is created

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created

Task created
Triggers when a new task is created

Comment added
Triggers when a comment is added to an object

Task closed
Triggers when a task is closed

Task list created
Triggers when a new task list is created in a project

Task moved
Triggers when a task is moved from one task list to another

Project created
Triggers when a new project is created

Task updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks

Create note
Creates a new note

Create event
Creates a new event

Create task
Creates a new task

Create contact
Creates a new contact

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Fetch contact
Fetches a contact by email

Add comment to task
Creates a new comment in the selected task

Add comment to discussion
Adds a new comment to discussion

Create task
Creates a new task

Create company
Creates a new company

Create project
Creates a new project

Move task
Moves the specified task to the selected task list

Fetch task
Fetches the details of an existing task

Fetch user
Fetches the details of an existing user by email address
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.
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What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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