Integrate Wealthbox CRM with Twist
Send information between Wealthbox CRM and Twist automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Twist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Message added
Triggers when a new message is added anywhere inside a conversation
Comment added
Triggers when a new comment is added in a thread
Thread added to channel
Triggers when a new thread is added to a channel
All Actions - Actions are the automated tasks
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
Post comment
Posts a comment to the selected thread
Create channel
creates a new channel
Post thread
Posts a thread to the selected channel
Post message
Posts a message to the selected conversation
Update channel
Updates the details of an existing channel
Fetch channel
Fetches the details of an existing channel by ID
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 Twist?
Twist is a team communication platform that provides teams a centralized place to grow their knowledge base and helps with organized, on-topic conversations that are accessible to everyone.
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.
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Technical Engineer, Master Liveaboards
