

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


Set up a new task in Sprintly whenever a new task is initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Sprintly 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 Sprintly.


Set up a new task in Sprintly whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Sprintly

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Supported triggers and actions
Integrate Wealthbox CRM and Sprintly 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

Person added
Triggers when a new person is added

Item added
Triggers when a new item is added

Product added
Triggers when a new product 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 story
Creates a new story

Create test
Creates a new test

Create defect
Creates a new defect

Create person
Creates a new person

Create task
Creates a new task

Create product
Creates a new product
What is Sprintly?
Sprintly is agile issue tracking software that helps you stay up-to-date on the tasks your teammates are working on.
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