Integrate Zoho Creator with Wealthbox CRM
Send information between Zoho Creator and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho Creator and Wealthbox CRM
Connect Zoho Creator and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Creator and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record created or updated
Triggers when a new record is created or the details of an existing record are updated
Record created
Triggers when a new record is created in the selected form
Record updated
Triggers when an existing record is updated in the selected form
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 record
Creates a new record in the selected form
Add user to customer portal
Adds a user to an existing customer portal
Update record
Updates the details of an existing record in the selected form
Fetch record
Fetches the details of an existing record from the selected view
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 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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