![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Integrate Wealthbox CRM with Apptio Targetprocess
Send information between Wealthbox CRM and Apptio Targetprocess 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/apptio_targetprocess.png)
Create a new task in Apptio Targetprocess each time a new task is created in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Apptio Targetprocess whenever a new task is initiated 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 Apptio Targetprocess.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Create a new task in Apptio Targetprocess each time a new task is created in Wealthbox CRM
Wealthbox CRM + Apptio Targetprocess
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Apptio Targetprocess
Connect Wealthbox CRM and Apptio Targetprocess with over 800+ 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 Apptio Targetprocess 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/apptio_targetprocess.png)
New request
Triggers when a new request is created
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New time record
Triggers when a new time record is created
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New team iteration
Triggers when a new team iteration is added
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New iteration
Triggers when a new iteration is added
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New project
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New release
Triggers when a new release is created
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New comment
Triggers when a new comment is added
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New build
Triggers when a new build is created
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New feature
Triggers when new feature is created
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New user story
Triggers when a new user story is created
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
New bug
Triggers when a new bug 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/apptio_targetprocess.png)
Create user story
Creates a new user story
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Create request
Creates a new request
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Create feature
Creates a new feature
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Create time record
Creates a new time record
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Create bug
Creates a new bug
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Add requester to request
Creates a new requester and adds them to an existing request
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Add comment
Adds a new comment to an existing entity
![](https://flow-in-public.nimbuspop.com/flow-apps/apptio_targetprocess.png)
Create build
Creates a new build
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 Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
Build comprehensive workflows using
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Learn more >Logic
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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