![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
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
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
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.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Set up a new task in Agiled whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Agiled
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
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.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create a task in Agiled upon the addition of a task in Wealthbox CRM
Wealthbox CRM + Agiled
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
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.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create a new project in Agiled whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Agiled
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
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
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Task created
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Employee created
Triggers when a new employee is created
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Client created
Triggers when a new client is created
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Contract created
Triggers when a new contract is created
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Lead created
Triggers when a new lead is created
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create contract
Creates a new contract
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create employee
Creates a new employee
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create expense
Creates a new expense
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create product
Creates a new product
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create lead
Creates a new lead
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create ticket
Creates a new ticket
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Create client
Creates a new client
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Update lead
Updates the details of an existing lead
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Update product
Updates the details of an existing product
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Update contract
Updates the details of an existing contract
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Update project
Updates the details of an existing project
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Update employee
Updates the details of an existing employee
![](https://flow-in-public.nimbuspop.com/flow-apps/agiled.png)
Fetch tax
Fetches the list of existing taxes
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 Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >