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Integrate Wealthbox CRM with Forecast
Send information between Wealthbox CRM and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new task in Forecast whenever a new task is initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Forecast each time a new task is created 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 Forecast.
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Set up a new task in Forecast whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Forecast
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Start a new project in Forecast whenever a new project is launched in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management platform. This flow will start a new project in Forecast whenever a new project is launched 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 Forecast.
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Start a new project in Forecast whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Forecast
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Build your own integrations between Wealthbox CRM and Forecast
Connect Wealthbox CRM and Forecast 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 Forecast 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 person
Triggers when a new person is added
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New milestone
Triggers when a new milestone is created in the selected project
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New sprint
Triggers when a new sprint is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New client
Triggers when a new client is created
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New project
Triggers when a new project is created
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New subtask
Triggers when a new subtask is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
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 subtask
Creates a new sub task/to-do
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Create label
Creates a new label
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Create task
Creates a new task
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Create time registration
Creates a new time registration
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Create client
Creates a new client
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Add person
Adds a new person
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Create milestone
Creates a new milestone in the selected project
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Create project
Creates a new project
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Create sprint
Creates a new sprint in the selected project
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Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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