Integrate Wealthbox CRM with ProWorkflow
Send information between Wealthbox CRM and ProWorkflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in ProWorkflow whenever a new project is launched in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in ProWorkflow each time a new project is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in ProWorkflow.
Start a new project in ProWorkflow whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + ProWorkflow
Add a new contact in ProWorkflow whenever a new contact is added in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in ProWorkflow whenever a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in ProWorkflow.
Add a new contact in ProWorkflow whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + ProWorkflow
Build your own integrations between Wealthbox CRM and ProWorkflow
Connect Wealthbox CRM and ProWorkflow with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and ProWorkflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
New event
Triggers when a new event is created
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
Contact created
Triggers when a new contact is added
Invoice updated
Triggers when the details of an existing invoice are edited
Task updated
Triggers when the details of an existing task are updated
Company created
Triggers when a new company is added
Invoice created
Triggers when a new invoice is added
Quote created
Triggers when a new quote is added
Task created
Triggers when a new task is added
Project created
Triggers when a new project is added
Message created
Triggers when a new message is added
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create note
Creates a new note
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Add contact
Creates a new contact
Add company
Creates a new company
Add invoice
Creates a new invoice
Add expense
Creates a new expense
Add project
Creates a new project
Find invoice
Fetches the details of an existing invoice
Find company
Fetches the details of an existing company by name or email address
Find contact
Fetches the details of an existing contact using username or email address
Find project
Fetches the details of an existing project
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 ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
