

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


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


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

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Supported triggers and actions
Integrate Wealthbox CRM and Podio 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

Update Item
Triggers when an existing item is updated

New Organization
Triggers when a new organization is created

New Item
Triggers when a new item is created

New Task
Triggers when a new task is created in the selected workspace

New Application
Triggers when a new app is created in the selected workspace

New Workspace
Triggers when a new workspace 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 Status
Creates a new status in the selected workspace
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 Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
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