Integrate ServiceDesk Plus On-Premises with Wealthbox CRM

Send information between ServiceDesk Plus On-Premises and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between ServiceDesk Plus On-Premises and Wealthbox CRM

Connect ServiceDesk Plus On-Premises and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate ServiceDesk Plus On-Premises and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Request created

Triggers when a new request is created

Request updated in template

Triggers when an existing request is updated in the selected template

Request updated

Triggers when the details of an existing request are updated

Request created in template

Triggers when a new request is created in the selected template

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

Create request note

Creates a note for the selected request

Add solution

Adds a new solution

Associate request with problem

Associates an existing request with the specified problem

Create request

Creates a new request

Create problem

Creates a new problem

Create change

Creates a new change

Update problem

Updates the details of an existing problem

Update request

Updates the details of an existing request

Update change

Updates the details of an existing change

Update solution

Updates the details of an existing solution based on its ID

Fetch problem

Fetches the details of an existing problem by ID

Fetch change

Fetches the details of an existing change by display ID

Fetch request - By ID

Fetches the details of an existing request by ID

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 ServiceDesk Plus On-Premises?

ManageEngine ServiceDesk Plus is help desk software with built-in asset and project management. You can track configuration changes, map relationships, and view data graphically to make informed decisions.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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