Integrate Wealthbox CRM with Clinked
Send information between Wealthbox CRM and Clinked automatically, without writing any code, using Zoho Flow.
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Create tasks in Clinked as tasks are initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Clinked each time a new task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in Clinked.
Create tasks in Clinked as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Clinked
Build your own integrations between Wealthbox CRM and Clinked
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Supported triggers and actions
Integrate Wealthbox CRM and Clinked using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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
Create or update folder
Creates a new folder or updates an existing folder
Create event
Creates a new event
Create note
Creates a new note
Create group
Creates a new group
Duplicate a group
Duplicates an existing group
Create discussion
Creates a new discussion
Create member
Creates a new member
Create task
Creates a new task
Update member
Updates the details of the specified member
Fetch group
Fetches the details of an existing group by group ID
Fetch member
Fetches the details of an existing member by username
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 Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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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