Integrate Monday with Wealthbox CRM
Send information between Monday and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Monday and Wealthbox CRM
Connect Monday and Wealthbox CRM with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Monday and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Update posted
Triggers when an update is posted
Item created in board
Triggers when a new item is created in the selected board
Member added
Triggers when a new member is added
Board created
Triggers when a new board is created
New event
Triggers when a new event is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create update
Creates an update for the selected item
Create item
Creates a new item in the selected board
Create board
Creates a new board
Update column values in item
Updates the value of a column in the specified item
Fetch item
Fetches the details of an existing item by name or ID
Fetch board
Fetches the details of an existing board by board ID
Create or fetch tag
Fetches the details of an existing tag if it exists or else creates a new tag
Fetch user
Fetches the details of an existing user by email or ID
Create note
Creates a new note
Create event
Creates a new event
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
What is Monday?
Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment.
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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.
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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.
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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 >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
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
