Integrate Wealthbox CRM with Clockify

Send information between Wealthbox CRM and Clockify automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new task in the selected project in Clockify.
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Create a task in Clockify upon the addition of a task in Wealthbox CRM

Wealthbox CRM + Clockify

Build your own integrations between Wealthbox CRM and Clockify

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Supported triggers and actions

Integrate Wealthbox CRM and Clockify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New opportunity

Triggers when a new opportunity 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 workflow

Triggers when a new workflow 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

New contact

Triggers when a new contact is created

Invoice updated

Triggers when the details of an existing invoice is updated in the selected workspace

Timer started

Triggers when a new time entry is started

Invoice created

Triggers when a new invoice is created in the selected workspace

User joined

Triggers when a user joins the selected workspace

Task added

Triggers when a new task is added to a project in the selected workspace

Time entry added

Triggers when a new time entry is added

Timer stopped

Triggers when a timer is stopped

Workspace created

Triggers when a new workspace is created

Client added

Triggers when a new client is added to the selected workspace

Project added

Triggers when a new project is added to the selected workspace

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create event

Creates a new event

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Create note

Creates a new note

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Create task

Creates a new task in the selected project

Start timer

Starts a new time entry for the specified user

Create project

Creates a new project in the selected workspace

Create time entry

Creates a new time entry in the selected workspace

Create client

Creates a new client in the selected workspace

Update client

Updates the details of an existing client

Stop timer

Stops running time entry for the specified user

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch task by name

Fetches the details of an existing task by name

Fetch tag by ID

Fetches an existing tag by ID

Fetch project by name

Fetches the details of an existing project by name

Fetch user by email

Fetches the details of an existing user by email address

Fetch tag by name

Fetches an existing tag by name

Fetch client by ID

Fetches the details of an existing client by ID

Fetch task by ID

Fetches the details of an existing task by ID

Fetch client by name

Fetches the details of an existing client by name

Fetch project by ID

Fetches the details of an existing project by ID

Fetch user by ID

Fetches the details of an existing user by ID

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 Clockify?

Clockify is a time tracker and timesheet app for tracking work hours on projects.

Time Tracking

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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