OfficeTimer + Wealthbox CRM

OfficeTimer + Wealthbox CRM integrations

Create timesheet entries in OfficeTimer for new contacts in Wealthbox CRM

Effortlessly track your time spent on new clients with this efficient automation. Once set up, this workflow triggers when a new contact is added in Wealthbox CRM, and creates a timesheet entry in OfficeTimer for that contact. This way, you can easily manage your time and ensure accurate reporting for all your clients without manual intervention.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create Timesheet EntryCreate a new Timesheet Entry
ActionWrite

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More things you can do with Wealthbox CRM and OfficeTimer

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

New Comment
Triggers when a new comment is created.
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- Plan Limitation
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Instant
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New Note
Triggers when a new note is created.
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Instant
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New Project
Triggers when a new project is created.
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Instant
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New Task
Triggers when a new task is created.
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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
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
New Client
Triggers when a New Client is created.
Trigger
Polling
Try It
New Project
Triggers when there's a New Project is Created.
Trigger
Polling
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- User Name
  Required
- Start Date
  Required
- End Date
  Required
Trigger
Polling
Try It
New Employee
Triggers when a new User/ Employee is created.
Trigger
Polling
Try It
- Client Name
  Required
- Client Nick Name
  Required
- Email Address
  Required
- Address1
- Address2
- State
- City
- ZipCode
- Telephone 1
- Telephone 2
- Fax
- Default Billing Rate
- Website
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Role
- Password
  Required
- Password Change
- Address1
- Address2
- State
- City
- Zip Code
- Home Phone No
- Mobile Phone No
- Employee Code
- Job Title
- Employee Type
- Employee Manager Name
- Department Name
- Location
- Status
- Timesheet Period Type
- TimeOff Policy Name
- TimeOff Approval Type Name
- Holiday Type Name
Action
Write
- Project Name
  Required
- Priority
- Task Code
- Task Name
  Required
- Task Type
- StartDate
- Deadline Date
- Is Parent Task
- Is For All Employees
- All Project Task
- Task Description
- Task Status
- Completed Percent
- Completed
- Duration
- Estimated Time Spent
- Estimated Cost
- Work Order Value
- Already Billed
- Estimated Qty
- Estimated Qty Unit
Action
Write
- Employee Name
  Required
- Client Name
- Project Name
- Task Name
- TimeEntry Date
  Required
- Total Time
  Required
- Description
- IsBillable
Action
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
- 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 Department
Triggers when New Department is created.
Trigger
Polling
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New Task
Triggers when New Task is Created.
Trigger
Polling
Try It
- User Name
- Project Name
- Start Date
- End Date
Trigger
Polling
Try It
- Employee Name
  Required
- Attendance Date
  Required
- Attendance Time
  Required
- InOut
  Required
- Punch Location
Action
Write
- Department Name
  Required
- Department Code
  Required
Action
Write
- Client Name
  Required
- Project Type
- Project Code
  Required
- Project Name
  Required
- Leader Name
- Project Manager Name
- Project Description
- Start Date
- Deadline
- Duration
- Timesheet Approval Type
- Expense Approval Type
- Default Billing Rate
- Project Billing Type
- Project Billing Rate Type
- Work Order Value
- Already Billed
- Amount Collected
- Status
Action
Write
- UserName / Employee Name
  Required
- TimeOff Type
  Required
- StartDate
  Required
- EndDate
  Required
- Hours Off
  Required
- Description
- ApprovalStatus
  Required
Action
Write

About OfficeTimer

OfficeTimer is an online office management software that helps office owners to track their employees timesheet, attendance, leave and payroll systems.

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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.

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Related categories

CRM (Customer Relationship Management)

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