Integrate Rebrandly with Wealthbox CRM

Send information between Rebrandly and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Rebrandly and Wealthbox CRM

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Supported triggers and actions

Integrate Rebrandly and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New branded link

Triggers when a new branded link is created

New branded link click

Triggers when the given number of clicks are received on any or the selected branded link

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

New comment

Triggers when a new comment is created

New task

Triggers when a new task is created

New event

Triggers when a new event is created

New note

Triggers when a new note is created

Completed task

Triggers when a task is completed

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create branded link

Creates a short branded link from the given URL

Update branded link

Updates the destination URL of the selected branded link

Fetch branded link

Fetches a branded link by slashtag

Create note

Creates a new note

Create contact

Creates a new contact

Create task

Creates a new task

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Create event

Creates a new event

Fetch contact

Fetches a contact by email

What is Rebrandly?

Rebrandly is a custom URL shortener that lets you share branded links. You can create or import links in bulk, turn links on or off, and track clicks based on different parameters.

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.

CRM

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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