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Integrate Wealthbox CRM with Wrike
Send information between Wealthbox CRM and Wrike automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in Wrike when new tasks are initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Wrike whenever a new task is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task under the selected folder or project in Wrike.
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Set up tasks in Wrike when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Wrike
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Create a new project in Wrike whenever a new project is created in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will set up a new project in Wrike 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 under the selected folder in Wrike.
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Create a new project in Wrike whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Wrike
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Build your own integrations between Wealthbox CRM and Wrike
Connect Wealthbox CRM and Wrike 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 Wrike 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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Folder or project created
Triggers when a new folder or project is created
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Project status updated
Triggers when the status of a project is updated
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Comment added for folder or project
Triggers when a new comment is added for a folder or project
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Comment added for task
Triggers when a new comment is added for a task
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Attachment added
Triggers when an attachment is added and extracts the attachment URL
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Task event occurred
Triggers when an event has occurred in a task
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Task status updated
Triggers when the status of a task is updated
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Task created
Triggers when a new task is created
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Folder or project event occurred
Triggers when an event has occurred in a folder or a project
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 task
Creates a new task under the selected folder or project
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Fetch user
Fetches the details of an existing user
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Create folder
Creates a new folder under the selected parent folder
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Create time log entry
Creates a new time log entry for the specified task
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Add comment to task
Adds a comment to the specified task
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Create project
Creates a new project under the selected folder
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Add comment to folder or project
Adds a comment to the selected folder or project
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Update project
Updates the details of an existing project
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Update task
Updates the details of an existing task
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Fetch task
Fetches the details of an existing task
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Fetch folder or project
Fetches the details of an existing folder or project
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 Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
Similar apps
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