Wealthbox CRM

Use Zoho Flow to integrate Wealthbox CRM with 350+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Some prebuilt integration flows to get started

Create notes in Wealthbox CRM for new fundraisers in Donately

Use this flow

Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet

Use this flow

Create tasks in TMetric for new tasks in Wealthbox CRM

Use this flow
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App Description

Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.

Categories : CRM

Triggers

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

Completed task

Triggers when a task is completed

New contact

Triggers when a new contact is created

New event

Triggers when a new event is created

New project

Triggers when a new project is created

New comment

Triggers when a new comment is created

New note

Triggers when a new note is created

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Actions

Create task

Creates a new task

Create note

Creates a new note

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create event

Creates a new event

Fetch contact

Fetches a contact by email

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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.

Testimonial

Derek Murashige CIO, Western Container Sales

“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfillment process, and allowed us more control over data and its movement across apps. The platform is very intuitive and easy to use.”

Watch Zoho Flow in action

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.