

Integrate Wealthbox CRM with Freedcamp
Send information between Wealthbox CRM and Freedcamp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Set up tasks in Freedcamp when new tasks are initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Freedcamp when 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 the selected task list in Freedcamp.


Set up tasks in Freedcamp when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Freedcamp


Set up a new project in Freedcamp each time a new project is initiated in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Freedcamp 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 Freedcamp.


Set up a new project in Freedcamp each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Freedcamp

Build your own integrations between Wealthbox CRM and Freedcamp
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Supported triggers and actions
Integrate Wealthbox CRM and Freedcamp 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 task
Triggers when a new task 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 project
Creates a new project

Create task
Creates a new task in the selected task list

Add comment
Adds a comment for the selected task
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 Freedcamp?
Freedcamp is a project management tool that lets you plan with calendars, set goals with tasks, and track ideas and discussions at one place.
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Webhook triggers
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