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
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.
Initiate a new project in Easy Projects when a new project is established in Wealthbox CRM
Wealthbox CRM + Easy Projects
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
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 project activity
Triggers when a new activity is created in the selected project
New activity
Triggers when a new activity is created
Updated activity
Triggers when an existing activity is updated
New activity message
Triggers when a new message is posted in the selected activity
New project
Triggers when a new project is created
New user
Triggers when a new user is created
New project message
Triggers when a new message is posted in the selected project
New time log
Triggers when a time log is created
Updated project
Triggers when an existing project is updated
Updated time log
Triggers when an existing time log is updated
New customer
Triggers when a new customer is created
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 activity
Creates a new activity
Create customer
Creates a new customer
Update user
Updates the details of an existing user
Post activity message
Posts a new message in an activity
Create project
Creates a new project
Create User
Creates a new user
Update customer
Updates the details of an existing customer
Post project message
Posts a new message in a project
Create time log
Creates a new time log
Update project
Updates an existing project
Update activity
Updates an existing activity
Update time log
Updates an existing time log
Fetch project
Fetches an existing project by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
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.
Similar apps
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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
Toto
Technical Engineer, Master Liveaboards
