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Integrate TMetric with Wealthbox CRM

Send information between TMetric and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

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Create tasks in TMetric for new tasks in Wealthbox CRM

If you want to track every new task added in your CRM in your regular tasks app, as well, it’s going to cost you a lot of time and effort if you’re doing it manually. Use this flow to automatically create a new task in TMetric every time a new task is created in Wealthbox CRM.

How it works
1. A new task is created in Wealthbox CRM.
2. Zoho Flow automatically creates a task in TMetric using the details of the one created in Wealthbox CRM.
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Create tasks in TMetric for new tasks in Wealthbox CRM

Wealthbox CRM + TMetric

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Build your own integrations between TMetric and Wealthbox CRM

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Supported triggers and actions

Integrate TMetric and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task 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 - Actions are the automated tasks

Create time entry

Creates a time entry in the selected account

Start timer

Starts the timer in the selected account

Create task

Creates a task in the selected project

Stop timer

Stops the timer in the selected account

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 TMetric?

TMetric is a time-tracking app that lets you monitor flexible employee schedules, create invoices, and track your productivity.

Time Tracking

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Timely

Tempo

Tick

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.

CRM

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CompanyHub

snapADDY

Clientify

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Network with us  

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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

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

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