Integrate Wealthbox CRM with Everhour
Send information between Wealthbox CRM and Everhour automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Everhour upon the addition of a task in Wealthbox CRM
Efficiently manage deadlines by logging all tasks in your time tracking app. This flow will set up a task in Everhour every time a task is added 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 the selected project in Everhour.
Create a task in Everhour upon the addition of a task in Wealthbox CRM
Wealthbox CRM + Everhour
Build your own integrations between Wealthbox CRM and Everhour
Connect Wealthbox CRM and Everhour 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 Everhour 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 client
Triggers when a new client is added
Timer started
Triggers when a timer is started
New task
Triggers when a new task is created in the selected project
New project
Triggers when a new project is created
New section
Triggers when a new section is created in the selected project
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
Add client
Adds a new client
Create section
Creates a new section in the selected project
Create task
Creates a new task in the selected project
Start timer
Starts timer for the selected task
Update task
Updates the details of an existing task
Stop timer
Stops the timer that is currently running
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 Everhour?
Everhour is a time tracking, scheduling, and budgeting tool. You can track time, manage expenses, and analyze tasks with custom reports.
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 >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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
