

Integrate Wealthbox CRM with WorkMarket
Send information between Wealthbox CRM and WorkMarket automatically, without writing any code, using Zoho Flow.
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Set up a new project in WorkMarket each time a new project is initiated in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your freelance management system. This flow will set up a new project in WorkMarket 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 for the selected client in WorkMarket.


Set up a new project in WorkMarket each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + WorkMarket

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Supported triggers and actions
Integrate Wealthbox CRM and WorkMarket 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

New assignment
Triggers when a new assignment is created

New project
Triggers when a new project is created

New client
Triggers when a new client 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

Check-out of assignment
Checks out of an assignment on behalf of an assigned worker

Create project
Creates a new project for the selected client

Check-in to assignment
Checks in to an assignment on behalf of an assigned worker

Create client
Creates a new client

Create assignment
Creates a new assigment

Add note
Adds a note to the selected assignment
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 WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
Similar apps
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