Integrate Wealthbox CRM with Simplicate
Send information between Wealthbox CRM and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Simplicate each time a new project is initiated in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and business process management platform by auto-syncing project details. This flow will generate a new project in Simplicate whenever a new project is created 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 Simplicate.
Set up a new project in Simplicate each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Simplicate
Build your own integrations between Wealthbox CRM and Simplicate
Connect Wealthbox CRM and Simplicate 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 Simplicate 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
Employee added
Triggers when a new employee is added
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Organization created
Trigger when a new organization is created
Sale recorded
Triggers when a new sale is recorded
Person added
Trigger when a new person is added
Contact person added
Triggers when a new contact person 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
Add person
Adds a new person
Create invoice
Creates a new invoice
Create project
Creates a new project
Add leave
Adds a new leave for an employee
Record sale
Records a new sale
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 Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
