Jibble + Wealthbox CRM

Jibble + Wealthbox CRM integrations

Clock in on Jibble when new contacts are added to Wealthbox CRM

Efficiently manage your time and client interactions with this seamless workflow between Wealthbox CRM and Jibble. When a new contact is added in Wealthbox CRM, this automation will clock you in on Jibble, ensuring accurate time tracking for every client interaction. Save time and focus on building strong client relationships without worrying about manual time entries.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Clock InClocks the person in.
ActionWrite

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More things you can do with Wealthbox CRM and Jibble

Discover other triggers and actions you can use with Wealthbox CRM and Jibble

New Comment
Triggers when a new comment is created.
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Instant
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- Plan Limitation
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Polling
Try It
New Clock-In
Triggers when someone clocks-in.
Trigger
Polling
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New Location
Triggers when a new location is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
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New or Update Client
Triggers when a new client is created or updated.
Trigger
Polling
Try It
New or Update Manual Time Entry
Triggered when manual time entry is added for member
Trigger
Polling
Try It
New or Update Person
Triggers when a new member is added or updated.
Trigger
Polling
Try It
New or Update Activity
Triggers when an activity is created or updated.
Trigger
Polling
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- Person
  Required
- Activity
- Project
- Note
Action
Write
- Name
  Required
- Description
- Code
- Color
Action
Write
- Name
  Required
- Schedule
Action
Write
- Person Id
  Required
- Date
  Required
- Hours
  Required
- Minutes
  Required
- Activity Id
- Project Id
- Note
Action
Write
- Name
  Required
- Code
- Description
- Client
- Location
Action
Write
- Activity
  Required
- Archive Activity
Action
Write
- Group
  Required
- Name
- Schedule
Action
Write
- Project ID
  Required
- Archive Project
Action
Write
- Client Name
  Required
Action
Search
- Group Id
  Required
Action
Search
- Location Id
  Required
Action
Search
- Person Id
  Required
Action
Search
- Start Date
  Required
- End Date
  Required
Action
Search
- Name
  Required
- Description
- Code
- Color
Action
Search or write
- Name
  Required
- Schedule
Action
Search or write
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Email
  Required
- Full Name
  Required
- Phone Number
- Group
- Schedule
- Code
Action
Search or write
- Name
  Required
- Code
- Description
- Client
- Location
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
New Clock-Out
Triggers when someone clocks-out.
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
New Person
Triggers when a new member is added.
Trigger
Polling
Try It
New TimeEntry Record
Triggers when someone clocks-in, clocks-out or go on break.
Trigger
Polling
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New or Update Group
Triggers when a new group is created or updated.
Trigger
Polling
Try It
New or Update Location
Triggers when a new location is created or updated.
Trigger
Polling
Try It
Go on Break
Triggers when someone is on break.
Trigger
Polling
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New or Update Project
Triggers when a project is created or updated.
Trigger
Polling
Try It
- Person
  Required
- Note for Clock out
Action
Write
- Name
  Required
- Code
Action
Write
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Full Name
  Required
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Write
- New Member Email
  Required
- New Member Full Name
  Required
- code
Action
Write
- Client
  Required
- Name
- Code
Action
Write
- Location
  Required
- Name
- Address
- GeoFence radius
- GeoFence units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Activity Name
  Required
Action
Search
- Group Name
  Required
Action
Search
- Location Name
  Required
Action
Search
- Person email
  Required
Action
Search
- Project Name
  Required
Action
Search
- Period
  Required
- Start Date
  Required
- Person
Action
Search
- Name
  Required
- Code
Action
Search or write
- Group Id
  Required
- Name
  Required
- Schedule
Action
Search or write
- Location Id
  Required
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Person Id
  Required
- Full Name
  Required
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Search or write

About Jibble

Jibble is a free time & attendance software built to help businesses track time, manage payroll, monitor projects, and boost productivity - all in one platform.

Learn moreLearn moreHelpHelp

Related categories

Time Tracking Software

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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