Integrate Trengo with Wealthbox CRM
Send information between Trengo and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Trengo and Wealthbox CRM
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Supported triggers and actions
Integrate Trengo and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket assigned
Triggers when an existing ticket is assigned to an agent
Ticket label added
Triggers when a new label is added to an existing ticket
Outbound message sent
Triggers when a new outbound message is sent
Inbound message received
Triggers when a new inbound message is received
Ticket reopened
Triggers when an existing ticket is reopened
Note created
Triggers when a new internal message is created
Ticket closed
Triggers when an existing ticket is closed
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
Send ticket message
Sends a ticket message
Send email
Sends an email to the specified email address
Create contact
Creates a new contact
Assign label for ticket
Assigns the specified label for an existing ticket
Create ticket
Creates a new ticket
Create profile
Creates a new profile
Update profile
Updates the details of an existing profile by ID
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID, name, phone number, or email address.
Fetch ticket
Fetches the details of an existing ticket by ID
Update ticket custom field
Updates the details of an existing ticket custom field
Fetch contact by ID
Fetches the details of an existing contact using contact ID
Update contact custom field
Updates the details of an existing contact custom field
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 Trengo?
Trengo is an integrated inbox application that integrates all your communication channels into a single inbox. It helps you collaborate with your team, automate conversations and deliver amazing customer experiences.
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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.
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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 >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
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
