![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Integrate Wealthbox CRM with Clockify
Send information between Wealthbox CRM and Clockify automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Create a task in Clockify upon the addition of a task in Wealthbox CRM
Efficiently manage deadlines by logging all tasks in your time tracking app. This flow will create a task in Clockify each time a new task is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in the selected project in Clockify.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Create a task in Clockify upon the addition of a task in Wealthbox CRM
Wealthbox CRM + Clockify
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Clockify
Connect Wealthbox CRM and Clockify with over 750+ 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 Clockify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Workspace created
Triggers when a new workspace is created
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Task added
Triggers when a new task is added to a project in the selected workspace
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Time entry added
Triggers when a new time entry is added
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Invoice updated
Triggers when the details of an existing invoice is updated in the selected workspace
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
User joined
Triggers when a user joins the selected workspace
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Timer stopped
Triggers when a timer is stopped
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Invoice created
Triggers when a new invoice is created in the selected workspace
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Timer started
Triggers when a new time entry is started
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Project added
Triggers when a new project is added to the selected workspace
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Client added
Triggers when a new client is added to the selected workspace
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Create client
Creates a new client in the selected workspace
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Start timer
Starts a new time entry for the specified user
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Create task
Creates a new task in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Create time entry
Creates a new time entry in the selected workspace
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Create project
Creates a new project in the selected workspace
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Stop timer
Stops running time entry for the specified user
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Update task
Updates the details of an existing task
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Fetch user by ID
Fetches the details of an existing user by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Fetch task by ID
Fetches the details of an existing task by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Fetch task by name
Fetches the details of an existing task by name
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Fetch project by ID
Fetches the details of an existing project by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Fetch project by name
Fetches the details of an existing project by name
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Fetch tag by ID
Fetches an existing tag by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Fetch user by email
Fetches the details of an existing user by email address
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Fetch tag by name
Fetches an existing tag by name
![](https://flow-au-public.nimbuspop.com/flow-apps/clockify.png)
Fetch client by name
Fetches the details of an existing client by name
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 Clockify?
Clockify is a time tracker and timesheet app for tracking work hours on projects.
Similar apps
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