

Integrate Wealthbox CRM with Taskworld
Send information between Wealthbox CRM and Taskworld automatically, without writing any code, using Zoho Flow.
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Set up tasks in Taskworld when new tasks are initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Taskworld when 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 in Taskworld.


Set up tasks in Taskworld when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Taskworld


Create a new project in Taskworld whenever a new project is created in Wealthbox CRM
Reduce discrepancies between financial advisor CRM and project management software by auto-syncing project details. This flow will generate a new project in Taskworld whenever a new project is created 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 Taskworld.


Create a new project in Taskworld whenever a new project is created in Wealthbox CRM
Wealthbox CRM + Taskworld

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Supported triggers and actions
Integrate Wealthbox CRM and Taskworld 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

Project created
Triggers when a new project is created
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 message
Creates a message in the selected workspace

Create tag
Creates a new tag

Add task to task list
Adds a task to a task list in the specified project and workspace

Create task
Creates a new task

Create project
Creates a new project

Update task
Updates the details of an existing task

Update project
Updates the details of an existing project

Fetch task
Fetches the details of an existing task

Fetch tag
Fetches the details of an existing tag

Fetch user
Fetches the details of an existing user

Remove tag from task
Removes an existing tag from the specified task
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 Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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