Integrate Notion with Wealthbox CRM
Send information between Notion and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Notion and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Item updated
Triggers when the details of an existing item is updated in the selected database
Item created
Triggers when a new item is created in the selected database
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 item
Creates a new item in the selected database
Update item
Updates the details of an existing database item
Fetch item
Fetches the details of an existing database item
Fetch drop-down ID
Fetches the values of an existing drop-down by name
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 Notion?
Notion is an all-in-one workspace that provides features such as notes, databases, kanban boards, and reminders. It allows users to create their own systems for knowledge management, data management, project management, and more.
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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Toto
Technical Engineer, Master Liveaboards
