Integrate Wealthbox CRM with GatherContent

Send information between Wealthbox CRM and GatherContent automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Initiate a new project in GatherContent when a new project is established in Wealthbox CRM

Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in GatherContent whenever a new project is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. Zoho Flow creates a new project in GatherContent.
+

Initiate a new project in GatherContent when a new project is established in Wealthbox CRM

Wealthbox CRM + GatherContent

Build your own integrations between Wealthbox CRM and GatherContent

Connect Wealthbox CRM and GatherContent with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Wealthbox CRM and GatherContent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow 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

Conversation started

Triggers when a new conversation is started

Item structure updated

Triggers when the details of an existing item structure are updated

Comment added in a conversation

Triggers when a new comment is added in a conversation

Comment updated

Triggers when the details of an existing comment are updated

Workflow status created

Triggers when a new workflow status is created

Shareable link generated

Triggers when a shareable link is generated for an item in a project

Assign user to item

Triggers when a new user is assigned to an item

Conversation resolved

Triggers when a conversation is resolved

Item created

Triggers when a new item is created

Item overdue

Triggers when an item in the project goes past a scheduled date for workflow status

Template created or updated

Triggers when a template is created or updated

Workflow status updated

Triggers when the details of an existing workflow status are updated

Item status updated

Triggers when the status of an existing item are updated

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create task

Creates a new task

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Fetch contact

Fetches a contact by email

Create folder

Creates a new folder

Set item status

Sets the workflow status for the selected item

Rename folder

Renames an existing folder

Create item

Creates a new item

Rename item

Renames an existing item

Set item template

Sets the template for the selected item

Move item to folder

Moves item to an existing folder

Create project

Creates a new project

Fetch item

Fetches the details of an existing item using ID

Fetch project

Fetches the details of an existing project using ID

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.

CRM

What is GatherContent?

GatherContent is a content operations platform that helps organizations create and manage content in a single place.

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.

Learn more >

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY