Integrate Wealthbox CRM with Zoho Directory
Send information between Wealthbox CRM and Zoho Directory automatically, without writing any code, using Zoho Flow.
Build your own integrations between Wealthbox CRM and Zoho Directory
Connect Wealthbox CRM and Zoho Directory with over 1000+ 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 Zoho Directory 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
User deactivated
Triggers when an existing user is deactivated
User activated
Triggers when an inactive user is activated
User updated
Triggers when the details of an existing user are updated
User added to group
Triggers when a user is added to an existing group
User created
Triggers when a new user is created
User removed from group
Triggers when a user is removed from an existing group
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 user
Creates a new user
Add user to group
Adds a user to an existing group
Activate user
Activates an inactive user
Update user
Updates the details of an existing user
Fetch user
Fetches the details of an existing user by ID
Deactivate user
Deactivates a user from your Zoho Directory organization
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 Zoho Directory?
Zoho Directory is an identity and access management solution for businesses. It helps you provide seamless logins for your employees, free your IT Admins from repetitive tasks, and get a complete view of your workforce identity.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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
