Integrate Wealthbox CRM with Zoho Recruit
Send information between Wealthbox CRM and Zoho Recruit automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho Recruit 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
Record created
Triggers when a new record is created
Record created or updated in view
Triggers when a new record is created or an existing record is updated in the selected view
Record updated
Triggers when the details of an existing record are updated
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 tag
Adds a new tag to an existing record
Create record
Creates a new record
Create or update record
Creates a new record or updates an existing record
Add tabular row
Adds a tabular row to the specified record
Create tag
Creates a new tag
Cancel interview
Cancels the specified interview
Update record status
Updates the status of the specified record
Remove tag
Removes a tag from an existing record
Associate candidate with job opening
Associates a candidate with the specified job opening
Update record
Updates the details of an existing record
Fetch record
Fetches the details of an existing record
Fetch user
Fetches the details of an existing user
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.
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What is Zoho Recruit?
Zoho Recruit is an applicant tracking system that helps staffing agencies and recruiting departments track job openings, resumes, candidates, and contacts more quickly and efficiently. You can customize and categorize your modules, set reminders for tasks, and check all activities with a client or a contact in the activity stream.
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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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
