Integrate Wealthbox CRM with TimeCamp

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

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Set up a task in TimeCamp every time a task is added in Wealthbox CRM

Efficiently manage deadlines by logging all tasks in your time management tool. This flow will create a task in TimeCamp upon the addition of a task 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 TimeCamp.
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Set up a task in TimeCamp every time a task is added in Wealthbox CRM

Wealthbox CRM + TimeCamp

Build your own integrations between Wealthbox CRM and TimeCamp

Connect Wealthbox CRM and TimeCamp with over 800+ 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 TimeCamp 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

New task or project

Triggers when a new task or project is created

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 time entry

Creates a new time entry in the selected task list

Create task

Creates a new task in the selected project

Create project

Creates a new project

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 TimeCamp?

TimeCamp is a time management tool that helps you keep track of your goals and billing hours. With automatic away-time detection, filtering, and a real-time dashboard, you can stay focused on your goals.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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