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Integrate Wealthbox CRM with Roll
Send information between Wealthbox CRM and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create tasks in Roll as tasks are initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Roll whenever a new task is initiated 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 Roll.
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Create tasks in Roll as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Roll
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Create a task in Roll as soon as a task is created in Wealthbox CRM
Eliminate redundant work and streamline task management by creating a record in the project management app. This flow will create a task in Roll upon the addition of a task 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 Roll.
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Create a task in Roll as soon as a task is created in Wealthbox CRM
Wealthbox CRM + Roll
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Initiate a new project in Roll when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management app by auto-syncing project details. This flow will initiate a new project in Roll when a new project is established 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 Roll.
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Initiate a new project in Roll when a new project is established in Wealthbox CRM
Wealthbox CRM + Roll
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Build your own integrations between Wealthbox CRM and Roll
Connect Wealthbox CRM and Roll 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 Roll 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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Time record created
Triggers when a new time record is created
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Project created
Triggers when a new project is created
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Company created
Triggers when a new company is created
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Task created
Triggers when a new task is created
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 company
Creates a new company
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Create project
Creates a new project
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Create task
Creates a new task
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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