Integrate Slack with Wealthbox CRM
Send information between Slack and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Slack and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Message posted to public channel
Triggers when a new message is posted to the selected public channel
Channel created
Triggers when a new channel is created
User added
Triggers when a new user is added
Message posted to private channel
Triggers when a new message is posted to the selected private channel
Message starred
Triggers when a message is starred
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
Update profile
Updates the profile information for the selected user
Fetch user - By name
Fetches the details of an existing user by name
Create channel
Creates a new public channel
Create reminder
Creates a new reminder
Fetch user - By username
Fetches the details of an existing user by username
Send public channel message
Sends a message to the selected public channel
Set channel topic
Sets the topic for the selected channel
Send private channel message
Sends a message to the selected private channel
Send direct message
Sends a direct message to the selected user
Fetch user - By ID
Fetches the details of an existing user by ID
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 Slack?
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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
