Integrate Wealthbox CRM with Agiled
Send information between Wealthbox CRM and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Agiled whenever a new task is initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Agiled 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 Agiled.
Set up a new task in Agiled whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Agiled
Create a task in Agiled upon the addition of a task in Wealthbox CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Agiled as soon as a task is created 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 Agiled.
Create a task in Agiled upon the addition of a task in Wealthbox CRM
Wealthbox CRM + Agiled
Create a new project in Agiled whenever a new project is created in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Agiled 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 in Agiled.
Create a new project in Agiled whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Agiled
Build your own integrations between Wealthbox CRM and Agiled
Connect Wealthbox CRM and Agiled 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 Agiled 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
Employee created
Triggers when a new employee is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Lead created
Triggers when a new lead is created
Product created
Triggers when a new product is created
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
Create contract
Creates a new contract
Create project
Creates a new project
Create employee
Creates a new employee
Create expense
Creates a new expense
Create product
Creates a new product
Create lead
Creates a new lead
Create ticket
Creates a new ticket
Create task
Creates a new task
Create client
Creates a new client
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update contract
Updates the details of an existing contract
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Fetch tax
Fetches the list of existing taxes
What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
