Integrate Wealthbox CRM with Zoho Workerly
Send information between Wealthbox CRM and Zoho Workerly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho Workerly 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 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 contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
New event
Triggers when a new event is created
Record created
Triggers when a new record is created
Record updated
Triggers when the details of an existing record are updated
Record created or updated in view
Triggers when a new record is created or an existing record is updated in the selected view
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create project
Creates a new project
Create note
Creates a new note
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create record
Creates a new record
Create time log entry
Creates a new time log entry
Update record
Updates the details of an existing record
Fetch user
Fetches the details of an existing user
Fetch record
Fetches the details of an existing record
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 Workerly?
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 >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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