Integrate Zoho Bookings with Wealthbox CRM
Send information between Zoho Bookings and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho Bookings and Wealthbox CRM
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Supported triggers and actions
Integrate Zoho Bookings and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Appointment booked
Triggers when an appointment is booked
Appointment rescheduled
Triggers when an appointment is rescheduled
Appointment marked as no-show
Triggers when an appointment is marked as no-show
Appointment canceled
Triggers when an appointment is canceled
Appointment marked as completed
Triggers when an appointment is marked as completed
Payment failure
Triggers when a payment fails
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 service
Creates a new service
Create appointment
Creates a new appointment
Update service
Updates the details of an existing service by service ID
Reschedule appointment
Reschedules appointment to another slot
Update appointment
Updates the details of an appointment
Fetch staff
Fetches the details of an existing staff by ID or email address
Fetch service
Fetches the details of the selected service
Fetch availability
Fetches the details of the availability by resource ID or staff ID
Fetch appointment
Fetches the details of an existing appointment by ID
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 Zoho Bookings?
Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.
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Webhook triggers
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Logic
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Custom functions
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
