Integrate Wealthbox CRM with BigTime

Send information between Wealthbox CRM and BigTime automatically, without writing any code, using Zoho Flow.

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Create a task in BigTime as soon as a task is created in Wealthbox CRM

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in BigTime upon the addition of a task in Wealthbox CRM.

How it works
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new task in BigTime.
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Create a task in BigTime as soon as a task is created in Wealthbox CRM

Wealthbox CRM + BigTime

Build your own integrations between Wealthbox CRM and BigTime

Connect Wealthbox CRM and BigTime with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Wealthbox CRM and BigTime using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 workflow

Triggers when a new workflow 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 time entry

Triggers when a new time entry is created

New staff

Triggers when a new staff is added

New task

Triggers when a new task is added to the selected project

New project

Triggers when a new project is created

New invoice

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create event

Creates a new event

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Create note

Creates a new note

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Create project

Creates a new project

Create invoice

Creates a new invoice

Create task

Creates a new task

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.

CRM

What is BigTime?

BigTime is online time and billing software. You can manage resource allocation, track the status of tasks, and customize invoices to suit your needs.

Time Tracking

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

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