Integrate Google Tasks with Wealthbox CRM
Send information between Google Tasks and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Google Tasks and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task list created
Triggers when a new task list is created
Task created
Triggers when a new task is created in the selected task list
Task completed
Triggers when an existing task is completed in the selected task list
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create task list
Creates a new task list
Create task
Creates a new task in the selected task list
Update task
Updates the details of an existing task
Find task
Searches for a task. Optionally, creates one if no task is found.
Fetch incomplete task
Searches for an incomplete task. Optionally, creates one if none is found.
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
What is Google Tasks?
Google Tasks is a task list manager that helps keep track of your daily to-do list and deadlines. You can create tasks, organize them into lists, and add notes and due dates.
Similar apps
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
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.
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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 >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
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