![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Integrate Wealthbox CRM with Paymo
Send information between Wealthbox CRM and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Create a new task in Paymo each time a new task is created in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Paymo every time a new task is added 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 Paymo.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Create a new task in Paymo each time a new task is created in Wealthbox CRM
Wealthbox CRM + Paymo
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Initiate a new project in Paymo when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management software by auto-syncing project details. This flow will set up a new project in Paymo each time a new project is initiated 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 Paymo.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Initiate a new project in Paymo when a new project is established in Wealthbox CRM
Wealthbox CRM + Paymo
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Paymo
Connect Wealthbox CRM and Paymo with over 800+ 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 Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
New invoice
Triggers when a new invoice is created
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
New time entry
Triggers when a new time entry is created
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
New task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
New client
Triggers when a new client is created
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
New project
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
New task list
Triggers when a new task list is created
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Create task list
Creates a new task list
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Create client
Creates a new client
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Create time entry
Creates a new time entry
![](https://flow-in-public.nimbuspop.com/flow-apps/paymo.png)
Create project
Creates a new project
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 Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
Similar apps
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