Integrate Wealthbox CRM with Redmine
Send information between Wealthbox CRM and Redmine automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Redmine when a new project is established in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management tool by auto-syncing project details. This flow will start a new project in Redmine whenever a new project is launched in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Redmine.
Initiate a new project in Redmine when a new project is established in Wealthbox CRM
Wealthbox CRM + Redmine
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Supported triggers and actions
Integrate Wealthbox CRM and Redmine 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
Issue updated
Triggers when the details of an existing issue is updated
User added
Triggers when you a new user is added
Issue priority added
Triggers when a new issue priority is added
Time entry created
Triggers when a new time entry is created
Issue created
Triggers when a new issue is created
Tracker created
Triggers when a new tracker is created
Project created
Triggers when a new project is created
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 time entry
Creates a new time entry
Create issue
Creates a new issue
Create project
Creates a new project
What is Redmine?
Redmine is a project management tool. You can track issues, share documents with your team, and manage multiple projects in the language of your choice.
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