Integrate Wealthbox CRM with Booqable
Send information between Wealthbox CRM and Booqable automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Booqable using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New event
Triggers when a new event is created
Invoice updated
Triggers when the details of an existing invoice are updated
Customer updated
Triggers when the details of an existing customer are updated
Product updated
Triggers when the details of an existing product are updated
Customer created
Triggers when a new customer is created
Order created
Triggers when a new order is created
Product created
Triggers when a new product is created
Invoice created
Triggers when a new invoice is created
Order updated
Triggers when the details of an existing order are updated
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create contact
Creates a new contact
Create note
Creates a new note
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
Create order
Creates a new order
Create customer
Creates a new customer
Create product
Creates a new product
Update product
Updates the details of an existing product
Update customer
Updates the details of an existing customer
Update order
Updates the details of an existing order
Fetch product
Fetches the details of an existing product using ID
Fetch order
Fetches the details of an existing order using ID
Fetch customer
Fetches the details of an existing customer using ID
What is Booqable?
Booqable is a comprehensive rental solution for small businesses that lets you manage inventory, orders, documents, and payments.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
