Integrate Wealthbox CRM with Hubstaff
Send information between Wealthbox CRM and Hubstaff automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a task in Hubstaff every time a task is added in Wealthbox CRM
Track the time spent on each task by creating a record in your time tracking software. This flow will create a task in Hubstaff as soon as a 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 to-do task for an existing project in Hubstaff.
Set up a task in Hubstaff every time a task is added in Wealthbox CRM
Wealthbox CRM + Hubstaff
Build your own integrations between Wealthbox CRM and Hubstaff
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Supported triggers and actions
Integrate Wealthbox CRM and Hubstaff 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
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 to-do task for an existing project
Add client
Adds a new client
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update client
Updates details of an existing client
Fetch user
Fetches the details of an existing user by user ID
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 Hubstaff?
Hubstaff is an employee work tracker with screenshots, timesheets, billing, in-depth reports, and more.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
