Integrate Smartsheet with Wealthbox CRM
Send information between Smartsheet and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Smartsheet and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added
Triggers when a new row is added
Sheet added
Triggers when a new sheet is created
Row updated
Triggers when an existing row is updated
Comment added
Triggers when a new comment is added
Workspace created
Triggers when a new workspace is created
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 row to sheet
Adds a new row in the selected sheet
Copy workspace
Creates a copy of the specified workspace
Share workspace
Shares an existing workspace with the specified users and groups
Update row
Updates the details of the specified row
Share sheet
Shares an existing sheet with the specified users and groups
Fetch row
Fetches the details of the specified row
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 Smartsheet?
Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.
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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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