Integrate Wealthbox CRM with Appaloosa
Send information between Wealthbox CRM and Appaloosa automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Appaloosa using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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
Add users to group
Adds the specified users to the selected group
Create category
Creates a new category
Create user
Creates a new user
Upload mobile appilication update
Uploads a mobile application update from a public link
Create group
Creates a new group
Create group from other groups
Creates a new group from other groups
Update group
Updates the details of an existing group
Update user
Updates the details of an existing user
Fetch group
Fetches the details of an existing group using ID
Fetch user
Fetches the details of an existing user using ID
Fetch device
Fetches the details of an existing device using ID
Remove users from a group
Removes the specified users from the selected group
Search user
Searches the details of an existing user using first name, last name, or email address
Search mobile application update using platform
Searches the details of an existing mobile application using platform
Search mobile application update using group name
Searches the details of an existing mobile application using group name
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 Appaloosa?
Appaloosa is an enterprise app store for mobile apps. It lets you deploy, configure, and manage your iOS & Android apps.
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
