Integrate Wealthbox CRM with TMetric
Send information between Wealthbox CRM and TMetric automatically, without writing any code, using Zoho Flow.
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Create a task in TMetric upon the addition of a task in Wealthbox CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will set up a task in TMetric every time a task is added in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a task in the selected project in TMetric.
Create a task in TMetric upon the addition of a task in Wealthbox CRM
Wealthbox CRM + TMetric
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Supported triggers and actions
Integrate Wealthbox CRM and TMetric 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
New task
Triggers when a new task 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
Create time entry
Creates a time entry in the selected account
Start timer
Starts the timer in the selected account
Create task
Creates a task in the selected project
Stop timer
Stops the timer in the selected account
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 TMetric?
TMetric is a time-tracking app that lets you monitor flexible employee schedules, create invoices, and track your productivity.
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.
Learn more >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Syncify
Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.
Ben Walwyn
CTO, Faverton
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, SHARC Energy
