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Integrate Wealthbox CRM with Favro
Send information between Wealthbox CRM and Favro automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in Favro each time a new task is created in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Favro every time a new 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 a card in Favro.
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Create a new task in Favro each time a new task is created in Wealthbox CRM
Wealthbox CRM + Favro
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Build your own integrations between Wealthbox CRM and Favro
Connect Wealthbox CRM and Favro 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 Favro 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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Card updated
Triggers when any field (except comments) of a card is changed
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Card moved
Triggers when a card is moved on a widget
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Task created
Triggers when a new task is created in a card
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Card committed
Triggers when a card is committed to another widget
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Card created
Triggers when a card 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 task
Creates a new task in a card
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Create task list
Create a new task list in card
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Create card
Creates a new card
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 Favro?
Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.
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