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

[esc]

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.
+

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

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

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 event

Triggers when a new event is created

New note

Triggers when a new note 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 workflow

Triggers when a new workflow is created

Timer stopped

Triggers when a timer is stopped

Timer started

Triggers when a new time entry is started

Time entry added

Triggers when a new time entry is added

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

Workspace created

Triggers when a new workspace is created

Project added

Triggers when a new project is added to the selected workspace

Client added

Triggers when a new client is added to the selected workspace

Invoice created

Triggers when a new invoice is created in the selected workspace

Invoice updated

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

All Actions - Actions are the automated tasks

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Create project

Creates a new project

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Create client

Creates a new client in the selected workspace

Start timer

Starts a new time entry for the specified user

Create time entry

Creates a new time entry in the selected workspace

Create project

Creates a new project in the selected workspace

Create task

Creates a new task in the selected project

Stop timer

Stops running time entry for the specified user

Update task

Updates the details of an existing task

Fetch task by ID

Fetches the details of an existing task by ID

Fetch tag by name

Fetches an existing tag by name

Fetch client by name

Fetches the details of an existing client by name

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 user by ID

Fetches the details of an existing user by ID

Fetch project by ID

Fetches the details of an existing project by ID

Fetch tag by ID

Fetches an existing tag by ID

Fetch task by name

Fetches the details of an existing task 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.

CRM

What is Clockify?

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

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

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

Learn more >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY