Use Zoho Flow to integrate Donately with Wealthbox CRM, in atleast 30 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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Create notes in Wealthbox CRM for new fundraisers in Donately
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All Triggers - A trigger kickstarts the flow
New campaign
Triggers when a new campaign is created
New fundraiser
Triggers when a new fundraiser is created
New donation
Triggers when a new donation is made
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 task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
All Actions - Action are the automated tasks
Fetch person
Fetches a person by email
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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