Integrate Wealthbox CRM with Motion
Send information between Wealthbox CRM and Motion automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Motion whenever a new task is initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Motion 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 Motion.
Set up a new task in Motion whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Motion
Set up a new project in Motion each time a new project is initiated in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your AI tool. This flow will start a new project in Motion 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 Motion.
Set up a new project in Motion each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Motion
Build your own integrations between Wealthbox CRM and Motion
Connect Wealthbox CRM and Motion 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 Motion 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 task
Creates a new task
Create project
Creates a new project
Create recurring task
Creates a recurring task
Create comment
Creates a new comment
Update task
Updates the details of an existing task
Move task
Moves an existing task from one workspace to another
Fetch task by name
Fetches the details of an existing task using name
Fetch task by ID
Fetches the details of an existing task 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 Motion?
Motion is an artificial intelligence tool that can schedule and reschedule meetings, complete tasks, create projects, and more.
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.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
