Integrate Wealthbox CRM with Zoho Assist
Send information between Wealthbox CRM and Zoho Assist automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho Assist 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
Remote support session started
Triggers when a remote support session is started
Inbound request declined
Triggers when a inbound request is declined
Unattended access session started
Triggers when a unattended access session is started
Device offline
Triggers when a device is offline
Unattended access session ended
Triggers when a unattended access session is ended
Inbound request expired
Triggers when a inbound request is expired
Screen share session started
Triggers when a screen share session is started
Inbound request created
Triggers when a new inbound request created
Inbound request transferred
Triggers when a inbound request is transferred
Inbound request picked
Triggers when a inbound request is picked
Inbound request dropped
Triggers when a inbound request is dropped
Remote support session customer joined
Triggers when a remote support session customer is joined
Remote support session end
Triggers when a remote support session is ended
Device deleted
Triggers when a device is deleted
Screen share session end
Triggers when a screen share session is ended
Inbound request delegated
Triggers when a inbound request is delegated
Device online
Triggers when a device is online
Device added
Triggers when a new device is added
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 session
Creates a new screen sharing session
Create unattended group
Creates a new unattended group
Schedule session
Schedules a screen sharing session
Update unattended group
Updates the details of an existing unattended group
Update unattended computer
Updates the details of an existing unattended computer
Fetch unattended group
Fetches the details of an existing unattended group
Fetch unattended computer
Fetches the details of an existing unattended computer
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 Zoho Assist?
Zoho Assist is remote support and access software. You can share screens, work with multiple monitors, and offer support with the live chat feature.
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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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
