Integrate Wealthbox CRM with Ronin
Send information between Wealthbox CRM and Ronin automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Ronin whenever a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Ronin each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in Ronin.
Create a new contact in Ronin whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Ronin
Build your own integrations between Wealthbox CRM and Ronin
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Supported triggers and actions
Integrate Wealthbox CRM and Ronin 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
Expense created
Triggers when a new expense is created
Task added
Triggers when a new task is added
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
Client created
Triggers when a new client is created
Invoice created
Triggers when a new invoice is created
Project created
Triggers when a new project is created
Payment created
Triggers when a new payment is added
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 expense
Creates a new expense
Create contact
Creates a new contact
Create client
Creates a new client
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create task
Creates a new task
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 Ronin?
Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, 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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
