

Integrate Wealthbox CRM with Zoho BugTracker
Send information between Wealthbox CRM and Zoho BugTracker automatically, without writing any code, using Zoho Flow.
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Create a new project in Zoho BugTracker whenever a new project is created in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your bug tracking software. This flow will set up a new project in Zoho BugTracker 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 Zoho BugTracker.


Create a new project in Zoho BugTracker whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Zoho BugTracker

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Supported triggers and actions
Integrate Wealthbox CRM and Zoho BugTracker 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

Issue submitted
Triggers when a new issue is submitted in the selected project

Project created
Triggers when a new project is created

User added
Triggers when a new user is added to the selected project

Milestone created
Triggers when a new milestone is created in the selected project

Event created
Triggers when a new event is created in the selected project
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

Add comment
Adds a new comment to the selected issue

Submit issue
Submits a new issue in the selected project

Add user
Adds a new user to the selected project

Create milestone
Creates a new milestone in the selected project

Create event
Creates a new event in the selected project

Create project
Creates a new project

Update issue
Updates an existing issue in the selected project

Fetch project by name
Fetches the details of an existing project by name

Fetch issue
Fetches the details of an existing issue by ID
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 Zoho BugTracker?
Zoho BugTracker is an online tool to track issues. You can view progress with bug reports, manage files, and restrict access with different user roles.
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