Integrate GoDial with Wealthbox CRM
Send information between GoDial and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate GoDial and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Contact updated
Triggers when the details of an existing contact is updated
Team created
Triggers when a new team is created
Account created
Triggers when a new account is created
Contact created
Triggers when a new contact is created
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New project
Triggers when a new project is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create list
Creates a new list
Insert dispose details for a contact
Inserts disposition details for a particular contact
Create account
Creates a new account
Create team
Creates a new team
Change contact list
Changes the list for a contact
Create task
Creates a new task
Create contact
Creates a new contact
Assign a list to a member
Assigns a list to a member
Fetch team by ID
Fetches the details of an existing team using ID
Fetch account by ID
Fetches the details of an existing account using ID
Fetch contact by ID
Fetches the details of an existing contact using ID
Fetch list by ID
Fetches the details of an existing list using ID
Fetch task by ID
Fetches the details of an existing task using ID
Create task
Creates a new task
Create event
Creates a new event
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is GoDial?
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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