Integrate Snipe-IT with Wealthbox CRM
Send information between Snipe-IT and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Snipe-IT and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User created
Triggers when a new user is created
Maintenance created
Triggers when a new maintenance is created
Model created
Triggers when a new model is created
Asset created
Triggers when a new asset is created
License created
Triggers when a new license created
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 user
Creates a new user
Create maintenance
Creates a new maintenance
Create asset
Creates a new asset
Create model
Creates a new model
Update user
Updates the details of an existing user
Update asset
Updates the details of an existing asset
Fetch model
Fetches the details of an existing model
Fetch department
Fetches the details of an existing department
Fetch status label
Fetches the details of an existing status label
Fetch group
Fetches the details of an existing group
Fetch location
Fetches the details of an existing location
Fetch supplier
Fetches the details of an existing supplier
Fetch asset
Fetches the details of an existing asset
Fetch user
Fetches the details of an existing user
Fetch company
Fetches the details of an existing company
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 Snipe-IT?
Snipe-IT is an open-source asset management system that can help you manage software licenses, hardware assets, accessories, and more.
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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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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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
