Integrate Wealthbox CRM with Basecamp 3
Send information between Wealthbox CRM and Basecamp 3 automatically, without writing any code, using Zoho Flow.
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Create a new project in Basecamp 3 whenever a new project is created in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management tool from financial advisor CRM. This flow will initiate a new project in Basecamp 3 when a new project is established 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 Basecamp 3.
Create a new project in Basecamp 3 whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Basecamp 3
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Supported triggers and actions
Integrate Wealthbox CRM and Basecamp 3 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
Message created or updated
Triggers when a message is created or updated in the selected project
Comment created or updated
Triggers when a comment is created or updated in the selected project
To-do list created or updated
Triggers when a to-do list is created or updated in the selected project
To-do created or updated
Triggers when a to-do is created or updated in the selected project
Schedule created or updated
Triggers when a schedule is created or updated in the selected project
Project created or updated
Triggers when a project is created or when any detail of an existing project 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
Create message
Creates a new message in the selected project
Create To-do
Creates a new to-do in the selected to-do list
Create project
Creates a new project
Create To-do list
Creates a to-do list in the selected project
Create person
Creates a new person
Create schedule
Creates a new schedule in the selected project
Update message
Updates an existing message
Update project
Updates the details of an existing project
Update To-do
Updates the details of an existing to-do
Add or remove people from project
Grand or revoke permission of a project
Update To-do list
Updates the details of an existing to-do list
Fetch To-do
Fetches a to-do based on its ID
Fetch person
Fetches the details of a person 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.
Similar apps
What is Basecamp 3?
Basecamp 3 is a project management tool that lets you manage tasks, projects, files, and ideas. You can customize your projects, view detailed reports, bookmark important messages, and make use of Clientside tools when working with clients.
Similar apps
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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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Technical Engineer, Master Liveaboards
