Clockify + Wealthbox CRM

Create time entries in Clockify for new Wealthbox CRM contacts

Effortlessly track time spent on new Wealthbox CRM contacts with this seamless workflow. When a new contact is added in Wealthbox CRM, a time entry will be created in Clockify, allowing you to easily monitor the time spent on each client. This automation helps you maintain accurate time records and improve overall productivity.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Time Entry
Creates a new time entry on a specified workspace.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
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
- 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
- WorkspaceRequired
Trigger
Polling
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- WorkspaceRequired
Trigger
Polling
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- WorkspaceRequired
- Project
- Task
- Tags
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- WorkspaceRequired
- Client nameRequired
Action
Write
- WorkspaceRequired
- Tag nameRequired
Action
Write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Write
- WorkspaceRequired
- Client nameRequired
Action
Search
- WorkspaceRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- WorkspaceRequired
- Client nameRequired
Action
Search or write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Search or write
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
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
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
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- 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
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Write
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Write
- WorkspaceRequired
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Description
- Billable
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Project NameRequired
Action
Search
- WorkspaceRequired
- Tag NameRequired
Action
Search
- WorkspaceRequired
- Description
- Time Entry Started After
- Time Entry Ended Before
- Project
- Task
- Tags
Action
Search
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Search or write
- WorkspaceRequired
- Tag nameRequired
Action
Search or write
- WorkspaceRequired
- Description
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Billable
Action
Search or write

About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.

Learn more

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Clockify + Wealthbox CRM

Create time entries in Clockify for new Wealthbox CRM contacts

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Client

New Tag

New Time Entry

New Workspace

Create Client

Create Tag

Start Timer

Find Client

Find Running Timer

Find Task

Find or create client

Find running time entry or start a new time entry

Find or create task

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New Project

New Task

New Timer Started

Create Task

Create Project

Create Time Entry

Stop Timer

Find Project

Find Tag

Find Time Entry

Find or create project

Find or create tag

Find or create time entry

About Clockify

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces