Integrate Wealthbox CRM with Flow
Send information between Wealthbox CRM and Flow automatically, without writing any code, using Zoho Flow.
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Create tasks in Flow as tasks are initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Flow whenever a new task is initiated 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 workspace in Flow.
Create tasks in Flow as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Flow
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Supported triggers and actions
Integrate Wealthbox CRM and Flow 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 list
Triggers when a new list is created
New workspace
Triggers when a new workspace is created
List updated
Triggers when the selected list is updated
New task
Triggers when a new task is created
Task updated
Triggers when the selected task is updated
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
Post comment
Posts a comment in the selected task
Create task
Creates a new task in the selected workspace
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 Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
Similar apps
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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 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
