Integrate Wealthbox CRM with Todoist
Send information between Wealthbox CRM and Todoist automatically, without writing any code, using Zoho Flow.
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Start a new project in Todoist whenever a new project is launched in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your task management tool. This flow will set up a new project in Todoist each time a new project is initiated 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 Todoist.
Start a new project in Todoist whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Todoist
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Supported triggers and actions
Integrate Wealthbox CRM and Todoist 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
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
Incomplete task added
Triggers when an incomplete task is added to the selected project
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
New section
Triggers when a new section 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 project
Creates a new project
Add comment to project
Adds a comment to a project
Create task
Creates a new task
Invite user to project
Invites a user to a project by email
Add comment to task
Adds a comment to a task
Mark task as incomplete
Marks the specified task as incomplete
Archive project
Archives the specified project
Mark task as completed
Marks the specified task as completed
Update task
Updates the details of an existing task
Move task
Moves the specified task to the selected project
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
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 Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
Similar apps
Build comprehensive workflows using
Webhook triggers
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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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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
