Integrate ChartMogul with Wealthbox CRM
Send information between ChartMogul and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ChartMogul and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created from the selected data source
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New event
Triggers when a new event is created
All Actions - Actions are the automated tasks
Add tag to customer
Adds tags to the specified customer
Add custom attribute to customer
Adds a custom attribute to the specified customer
Create project
Creates a new project
Create task
Creates a new task
Create contact
Creates a new contact
Create note
Creates a new note
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
What is ChartMogul?
ChartMogul is subscription analytics and revenue reporting software. You can track revenue trends, merge customer data for accurate billing, and collaborate on reports with your team.
Similar apps
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
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
