Use Zoho Flow to integrate Monday with Wealthbox CRM, in atleast 89 different ways, without writing code. Automate any tasks that keep you away from what you do best.
Explore prebuilt integration flows to get started
All Triggers - A trigger kickstarts the flow
Team member added
Triggers when a new team member is added
Update posted
Triggers when an update is posted
Item created
Triggers when a new item is created
Item created in board
Triggers when a new item is created in the selected board
Board created
Triggers when a new board 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 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
Create board
Creates a new board
Create item
Creates a new item in the selected board
Create update
Creates an update for the selected item
Update column values in item
Updates the value of a column in the specified item
Fetch item
Fetches the details of an item by its ID
Fetch color index by label
Fetches the color index of a status column by its label
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.
Start your 15 day free trial
Testimonial

“Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level.” Know more
Watch Zoho Flow in action
