Jibble + Wealthbox CRM

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 Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Clock In
Clocks the person in.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It

- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
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
Scheduled
Try It
New Clock-In
Triggers when someone clocks-in.
Trigger
Scheduled
Try It
New Location
Triggers when a new location is created.
Trigger
Scheduled
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New Project
Triggers when a new project is created.
Trigger
Scheduled
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New or Update Client
Triggers when a new client is created or updated.
Trigger
Scheduled
Try It
New or Update Manual Time Entry
Triggered when manual time entry is added for member
Trigger
Scheduled
Try It
New or Update Person
Triggers when a new member is added or updated.
Trigger
Scheduled
Try It
New or Update Activity
Triggers when an activity is created or updated.
Trigger
Scheduled
Try It
- PersonRequired
- Activity
- Project
- Note
Action
Write
- NameRequired
- Description
- Code
- Color
Action
Write
- NameRequired
- Schedule
Action
Write
- Person IdRequired
- DateRequired
- HoursRequired
- MinutesRequired
- Activity Id
- Project Id
- Note
Action
Write
- NameRequired
- Code
- Description
- Client
- Location
Action
Write
- ActivityRequired
- Archive Activity
Action
Write
- GroupRequired
- Name
- Schedule
Action
Write
- Project IDRequired
- Archive Project
Action
Write
- Client NameRequired
Action
Search
- Group IdRequired
Action
Search
- Location IdRequired
Action
Search
- Person IdRequired
Action
Search
- Start DateRequired
- End DateRequired
Action
Search
- NameRequired
- Description
- Code
- Color
Action
Search or write
- NameRequired
- Schedule
Action
Search or write
- NameRequired
- AddressRequired
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- EmailRequired
- Full NameRequired
- Phone Number
- Group
- Schedule
- Code
Action
Search or write
- NameRequired
- Code
- Description
- Client
- Location
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
New Clock-Out
Triggers when someone clocks-out.
Trigger
Scheduled
Try It
New Client
Triggers when a new client is created.
Trigger
Scheduled
Try It
New Group
Triggers when a new group is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new member is added.
Trigger
Scheduled
Try It
New TimeEntry Record
Triggers when someone clocks-in, clocks-out or go on break.
Trigger
Scheduled
Try It
New or Update Group
Triggers when a new group is created or updated.
Trigger
Scheduled
Try It
New or Update Location
Triggers when a new location is created or updated.
Trigger
Scheduled
Try It
Go on Break
Triggers when someone is on break.
Trigger
Scheduled
Try It
New or Update Project
Triggers when a project is created or updated.
Trigger
Scheduled
Try It
- PersonRequired
- Note for Clock out
Action
Write
- NameRequired
- Code
Action
Write
- NameRequired
- AddressRequired
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Full NameRequired
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Write
- New Member EmailRequired
- New Member Full NameRequired
- code
Action
Write
- ClientRequired
- Name
- Code
Action
Write
- LocationRequired
- Name
- Address
- GeoFence radius
- GeoFence units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Activity NameRequired
Action
Search
- Group NameRequired
Action
Search
- Location NameRequired
Action
Search
- Person emailRequired
Action
Search
- Project NameRequired
Action
Search
- PeriodRequired
- Start DateRequired
- Person
Action
Search
- NameRequired
- Code
Action
Search or write
- Group IdRequired
- NameRequired
- Schedule
Action
Search or write
- Location IdRequired
- NameRequired
- AddressRequired
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Person IdRequired
- Full NameRequired
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Search or write

About Jibble

Jibble is a free time clock app that enables you to track when your staff are at work for attendance, payroll and projects. This app connects with Jibble 2 only.

Learn more Help

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Jibble + Wealthbox CRM

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

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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