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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
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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.
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Set up a new task in Sprintly whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Sprintly
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Build your own integrations between Wealthbox CRM and Sprintly
Connect Wealthbox CRM and Sprintly 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 Sprintly 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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Person added
Triggers when a new person is added
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Item added
Triggers when a new item is added
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Product added
Triggers when a new product is added
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 story
Creates a new story
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Create test
Creates a new test
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Create defect
Creates a new defect
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Create person
Creates a new person
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Create task
Creates a new task
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Create product
Creates a new product
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.
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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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Write simple scripting functions to format data, call web APIs, send emails, and more.
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