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Integrate Wealthbox CRM with Easy Projects
Send information between Wealthbox CRM and Easy Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a new project in Easy Projects when a new project is established in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management tool from financial advisor CRM. This flow will generate a new project in Easy Projects whenever a new project is created 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 Easy Projects.
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Initiate a new project in Easy Projects when a new project is established in Wealthbox CRM
Wealthbox CRM + Easy Projects
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Build your own integrations between Wealthbox CRM and Easy Projects
Connect Wealthbox CRM and Easy Projects with over 850+ 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 Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New event
Triggers when a new event is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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Completed task
Triggers when a task is completed
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New project
Triggers when a new project is created
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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New project activity
Triggers when a new activity is created in the selected project
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New activity
Triggers when a new activity is created
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Updated activity
Triggers when an existing activity is updated
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New activity message
Triggers when a new message is posted in the selected activity
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New project
Triggers when a new project is created
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New user
Triggers when a new user is created
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New project message
Triggers when a new message is posted in the selected project
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New time log
Triggers when a time log is created
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Updated project
Triggers when an existing project is updated
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Updated time log
Triggers when an existing time log is updated
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New customer
Triggers when a new customer is created
All Actions - Actions are the automated tasks
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Create note
Creates a new note
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Create event
Creates a new event
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Fetch contact
Fetches a contact by email
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Create activity
Creates a new activity
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Create customer
Creates a new customer
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Update user
Updates the details of an existing user
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Post activity message
Posts a new message in an activity
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Create project
Creates a new project
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Create User
Creates a new user
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Update customer
Updates the details of an existing customer
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Post project message
Posts a new message in a project
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Create time log
Creates a new time log
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Update project
Updates an existing project
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Update activity
Updates an existing activity
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Update time log
Updates an existing time log
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Fetch project
Fetches an existing project by its unique ID
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Fetch activity
Fetches an existing activity by its unique ID
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Fetch time log
Fetches an existing time log by its unique ID
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.
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What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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