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
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.
Create a task in Clockify upon the addition of a task in Wealthbox CRM
Wealthbox CRM + 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 note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New opportunity
Triggers when a new opportunity is created
New project
Triggers when a new project is created
New workflow
Triggers when a new workflow is created
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
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
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create task
Creates a new task
Create note
Creates a new note
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create project
Creates a new project in the selected workspace
Create task
Creates a new task in the selected project
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
Stop timer
Stops running time entry for the specified user
Update task
Updates the details of an existing task
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
Fetch client by name
Fetches the details of an existing client by name
Fetch task by ID
Fetches the details of an existing task by ID
Fetch tag by name
Fetches an existing tag 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.
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What is Clockify?
Clockify is a time tracker and timesheet app for tracking work hours on projects.
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