Wealthbox CRM

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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.

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.