Integrate Zoho Bookings with Wealthbox CRM
Send information between Zoho Bookings and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Bookings and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Appointment canceled
Triggers when an appointment is canceled
Appointment rescheduled
Triggers when an appointment is rescheduled
Appointment marked as no-show
Triggers when an appointment is marked as no-show
Appointment booked
Triggers when an appointment is booked
Appointment marked as completed
Triggers when an appointment is marked as completed
Payment failure
Triggers when a payment fails
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
All Actions - Actions are the automated tasks
Create service
Creates a new service
Create appointment
Creates a new appointment
Reschedule appointment
Reschedules appointment to another slot
Update appointment
Updates the details of an appointment
Update service
Updates the details of an existing service by service ID
Fetch staff
Fetches the details of an existing staff by ID or email address
Fetch availability
Fetches the details of the availability by resource ID or staff ID
Fetch appointment
Fetches the details of an existing appointment by ID
Fetch service
Fetches the details of the selected service
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
What is Zoho Bookings?
Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.
Similar apps
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
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.
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Technical Engineer, Master Liveaboards
