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Integrate Wealthbox CRM with JobNimbus
Send information between Wealthbox CRM and JobNimbus automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in JobNimbus each time a new task is created in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in JobNimbus 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 JobNimbus.
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Create a new task in JobNimbus each time a new task is created in Wealthbox CRM
Wealthbox CRM + JobNimbus
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Build your own integrations between Wealthbox CRM and JobNimbus
Connect Wealthbox CRM and JobNimbus 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 JobNimbus 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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Contact updated
Triggers when the details of an existing contact are updated
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Contact created or updated
Triggers when a contact is created or updated
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Job updated
Triggers when the details of an existing job are updated
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Task created or updated
Triggers when a task is created or updated
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Activity created
Triggers when a new activity is created
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Job created
Triggers when a new job is created
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Job created or updated
Triggers when a job is created or updated
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Contact created
Triggers when a new contact is created
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Activity created or updated
Triggers when an activity is created or updated
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Activity updated
Triggers when the details of an existing activity are updated
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Task created
Triggers when a new task is created
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Task updated
Triggers when the details of an existing task are updated
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
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Create activity
Creates a new activity
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Create contact
Creates a new contact
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Create job
Creates a new job
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Update task
Updates the details of an existing task
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Update contact
Updates the details of an existing contact
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Update activity
Updates the details of an existing activity
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Update job
Updates the details of an existing job
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Fetch task
Fetches the details of an existing task using ID
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Fetch job
Fetches the details of an existing job using ID
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Fetch activity
Fetches the details of an existing activity using ID
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Fetch contact
Fetches the details of an existing contact using 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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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.
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