Integrate Wealthbox CRM with Neaktor
Send information between Wealthbox CRM and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Neaktor whenever a new task is initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Neaktor each time a new task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task using the specified task model in Neaktor.
Set up a new task in Neaktor whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + Neaktor
Initiate a new project in Neaktor when a new project is established in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Neaktor each time a new project is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project using the specified module in Neaktor.
Initiate a new project in Neaktor when a new project is established in Wealthbox CRM
Wealthbox CRM + Neaktor
Build your own integrations between Wealthbox CRM and Neaktor
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Supported triggers and actions
Integrate Wealthbox CRM and Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task status completed
Triggers when a task status is marked complete
Task comment added
Triggers when a new task comment is added
Assignee changed
Triggers when the assignee is changed
Task status updated
Triggers when the details of an existing task is updated
Task created
Triggers when a new task is created
Task deleted
Triggers when a task is deleted
All Actions - Actions are the automated tasks
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
Create project
Creates a new project using the specified module
Create event
Creates a new event
Create reminder
Creates a new reminder
Create task
Creates a new task using the specified task model
Add project managers
Adds project managers to the specified project
Update event
Updates the details of an event
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task using ID or IDx
Fetch project
Fetches the details of an existing project using ID or key
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch user
Fetches the details of an existing user using email address
Fetch event or reminder
Fetches the details of an existing event or a reminder 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.
Similar apps
What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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.
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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
