Integrate Wealthbox CRM with Box
Send information between Wealthbox CRM and Box automatically, without writing any code, using Zoho Flow.
Build your own integrations between Wealthbox CRM and Box
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Supported triggers and actions
Integrate Wealthbox CRM and Box 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
Folder event occurred
Triggers when the selected event has occurred for a folder
Comment event occurred
Triggers when the selected event has occurred for a comment
File event occurred
Triggers when the selected event has occurred for a file
Task assignment event occurred
Triggers when the selected event has occurred for a task assignment
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 comment to file
Adds a comment to the selected file
Create folder
Creates a new folder
Add task to file
Adds a task to the selected file
Fetch folder
Fetches the details of an existing folder by 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 Box?
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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