Integrate Wealthbox CRM with ClickTime
Send information between Wealthbox CRM and ClickTime automatically, without writing any code, using Zoho Flow.
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Create time entries in ClickTime for new Wealthbox CRM tasks
How it works
Create time entries in ClickTime for new Wealthbox CRM tasks
Wealthbox CRM + ClickTime
Build your own integrations between Wealthbox CRM and ClickTime
Connect Wealthbox CRM and ClickTime with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and ClickTime using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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
Create time entry
Creates a new time entry
Create client
Creates a new client
Create project
Creates a new project
Create time off entry
Creates a new time off entry
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.
Similar apps
What is ClickTime?
ClickTime is an online time tracking system. You can check employee availability, monitor costs, and improve performance with utilization reports.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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