Wealthbox CRM + Taiga Integration

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Popular Wealthbox CRM + Taiga Workflows

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Wealthbox CRM + Taiga Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • Taiga
    Task is created in Taiga Instant
  • Taiga
    Task is updated in Taiga Instant
  • Taiga
    Task is deleted in Taiga Instant
  • Taiga
    Task status is updated in Taiga Instant
  • Taiga
    Issue is created in Taiga Instant
  • Taiga
    Issue is updated in Taiga Instant
  • Taiga
    Issue is deleted in Taiga Instant
  • Taiga
    Issue status is updated in Taiga Instant
  • Taiga
    User story is created in Taiga Instant
  • Taiga
    User story is updated in Taiga Instant
  • Taiga
    User story is deleted in Taiga Instant
  • Taiga
    User story status is updated in Taiga Instant
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by email in Wealthbox CRM
  • Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM
  • Wealthbox CRM
    Search contact by name in Wealthbox CRM
  • Wealthbox CRM
    Get contact by id in Wealthbox CRM
  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Create Task in Wealthbox CRM
  • Wealthbox CRM
    Update Task in Wealthbox CRM
  • Wealthbox CRM
    Create Note in Wealthbox CRM
  • Wealthbox CRM
    Update Note in Wealthbox CRM
  • Wealthbox CRM
    Create Event in Wealthbox CRM
  • Wealthbox CRM
    Update Event in Wealthbox CRM
  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM
  • Wealthbox CRM
    Create Project in Wealthbox CRM
  • Wealthbox CRM
    Update Project in Wealthbox CRM
  • Taiga
    Create project in Taiga
  • Taiga
    Delete project in Taiga
  • Taiga
    Create task in Taiga
  • Taiga
    Delete task in Taiga
  • Taiga
    Create user story in Taiga
  • Taiga
    Delete user story in Taiga
  • Taiga
    Create issue in Taiga
  • Taiga
    Delete issue in Taiga
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

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Taiga is an open-source project management tool. It streamlines software development with task management, kanban boards, sprint planning, and time tracking. Customizable and user-friendly, Taiga is a go-to tool for Agile teams.

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