![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Integrate Wealthbox CRM with ClickUp
Send information between Wealthbox CRM and ClickUp 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/clickup.png)
Create a new task in ClickUp each time a new task is created in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in ClickUp when a new 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 under the selected list in ClickUp.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Create a new task in ClickUp each time a new task is created in Wealthbox CRM
Wealthbox CRM + ClickUp
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and ClickUp
Connect Wealthbox CRM and ClickUp 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 ClickUp 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/clickup.png)
Time entry created
Triggers when a new time entry is created
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
List created
Triggers when a new list is created
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Task status updated
Triggers when the status of a task in the selected space is updated
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Folder updated
Triggers when any detail of an existing folder is updated
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
List updated
Triggers when any detail of an existing list is updated
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Task created
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Task updated
Triggers when any detail of a task in the selected space is updated
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Folder created
Triggers when a new folder is created
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Task moved
Triggers when a task is moved in the selected space
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/clickup.png)
Create task using template
Creates a new task using an existing template
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Add comment
Adds a comment to the specified task
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Create folder
Creates a new folder
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Create task
Creates a new task under the selected list
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Create subtask
Creates a new subtask under the specified task
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Create checklist
Creates a checklist for the specified task
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Create list
Creates a new list
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Update task custom field
Updates the details of an existing task custom field
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Update task
Updates the details of the specified task
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Update list
Updates the details of the specified list
![](https://flow-in-public.nimbuspop.com/flow-apps/clickup.png)
Fetch task
Fetches the details of an existing task by ID and custom fields
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 ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
Similar apps
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