![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
Integrate Wealthbox CRM with Redbooth
Send information between Wealthbox CRM and Redbooth 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/redbooth.png)
Set up tasks in Redbooth when new tasks are initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Redbooth 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 Redbooth.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
Set up tasks in Redbooth when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Redbooth
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Redbooth
Connect Wealthbox CRM and Redbooth 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 Redbooth 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/redbooth.png)
New workspace
Triggers when a new workspace is created in the selected organization
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
New organization
Triggers when a new organization is created
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
New task list
Triggers when a new task list is created
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
New task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
New notification
Triggers when you have a new notification
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/redbooth.png)
Add comment
Adds a new comment
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
Create organization
Creates a new organization
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
Create task list
Creates a new task list
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/redbooth.png)
Create workspace
Creates a new workspace in the selected organization
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 Redbooth?
Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.
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.
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.
Learn more >