Wealthbox CRM
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.
Category : 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
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
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.