Integrate Groove with Wealthbox CRM
Send information between Groove and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Groove and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a ticket
Ticket assigned
Triggers when a ticket is assigned
Ticket priority changed
Triggers when a ticket's priority is changed
Ticket tagged
Triggers when a ticket is tagged
Ticket closed
Triggers when a ticket is closed
Ticket opened
Triggers when a ticket is opened
Customer replied
Triggers when a customer replies to a ticket
Ticket created
Triggers when a new ticket is created
Agent replied
Triggers when an agent replies to a ticket
Customer added
Triggers when a customer is added
Ticket deleted
Triggers when a ticket is deleted from trash
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
Add note
Adds a private note to an existing ticket
Create new ticket
Starts a new ticket for your customer
Assign agent to ticket
Assigns an agent to a ticket
Reopen ticket
Changes the state of a ticket to Opened
Change ticket state
Changes the state of a ticket
Close ticket
Changes the state of a ticket to Closed
Find customer
Fetches customer profile details using email address
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 Groove?
GrooveHQ is a help desk platform meant for small businesses and startups. It lets you chat with your customers, collaborate on conversations and more.
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.
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Sales Director, Artico
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Technical Engineer, Master Liveaboards
