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

Add a time entry on your time tracking application every time there’s a new task added to your CRM. This flow creates a time entry in ClickTime for every new task in Wealthbox CRM.

How it works
1. A new task is created in Wealthbox CRM.
2. Zoho Flow automatically creates a time entry in ClickTime for the new task.
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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 950+ 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.

CRM

What is ClickTime?

ClickTime is an online time tracking system. You can check employee availability, monitor costs, and improve performance with utilization reports.

Time Tracking

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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