Integrate Wealthbox CRM with BigTime
Send information between Wealthbox CRM and BigTime automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in BigTime as soon as a task is created in Wealthbox CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in BigTime upon the addition of a task 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 BigTime.
Create a task in BigTime as soon as a task is created in Wealthbox CRM
Wealthbox CRM + BigTime
Build your own integrations between Wealthbox CRM and BigTime
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Supported triggers and actions
Integrate Wealthbox CRM and BigTime 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
New task
Triggers when a new task is added to the selected project
New invoice
Triggers when a new invoice is created
New time entry
Triggers when a new time entry is created
New project
Triggers when a new project is created
New staff
Triggers when a new staff is added
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 project
Creates a new project
Create task
Creates a new task
Create invoice
Creates a new invoice
What is BigTime?
BigTime is online time and billing software. You can manage resource allocation, track the status of tasks, and customize invoices to suit your needs.
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