Integrate Wealthbox CRM with Toky
Send information between Wealthbox CRM and Toky automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Toky when a new contact is added in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Toky for new contacts 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 Toky phone directory in Toky.
Add a new contact in Toky when a new contact is added in Wealthbox CRM
Wealthbox CRM + Toky
Generate a new contact in Toky each time a new contact is created in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Toky 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 Toky phone directory in Toky.
Generate a new contact in Toky each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Toky
Build your own integrations between Wealthbox CRM and Toky
Connect Wealthbox CRM and Toky with over 800+ 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 Toky 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
Call made or received
Trigger when there is an inbound or outbound call in Toky
New voicemail
Trigger when there is a new voicemail in Toky.
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 contact
Creates a new contact in Toky phone directory
Fetch voicemail
Fetches the details of a voicemail recording URL based on voicemail ID
Find contact
Finds an existing contact in Toky by phone number
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 Toky?
Toky is a full-featured business phone system that allows customers and teams to communicate seamlessly using the internet.
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
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
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
