OfficeTimer + Wealthbox CRM

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 Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Timesheet Entry
Create a new Timesheet Entry
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
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
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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
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
Try It
- User NameRequired
- Start DateRequired
- End DateRequired
Trigger
Polling
Try It
New Employee
Triggers when a new User/ Employee is created.
Trigger
Polling
Try It
- Client NameRequired
- Client Nick NameRequired
- Email AddressRequired
- Address1
- Address2
- State
- City
- ZipCode
- Telephone 1
- Telephone 2
- Fax
- Default Billing Rate
- Website
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Role
- PasswordRequired
- 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 NameRequired
- Priority
- Task Code
- Task NameRequired
- 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 NameRequired
- Client Name
- Project Name
- Task Name
- TimeEntry DateRequired
- Total TimeRequired
- 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
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 Department
Triggers when New Department is created.
Trigger
Polling
Try It
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 NameRequired
- Attendance DateRequired
- Attendance TimeRequired
- InOutRequired
- Punch Location
Action
Write
- Department NameRequired
- Department CodeRequired
Action
Write
- Client NameRequired
- Project Type
- Project CodeRequired
- Project NameRequired
- 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 NameRequired
- TimeOff TypeRequired
- StartDateRequired
- EndDateRequired
- Hours OffRequired
- Description
- ApprovalStatusRequired
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.

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

OfficeTimer + Wealthbox CRM

Create timesheet entries in OfficeTimer for new contacts in Wealthbox CRM

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 Project

New TimeOff Request

New Employee

Create Client

Create Employee

Create Task

Create Timesheet Entry

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 Department

New Task

New Timesheet Entry

Create Attendance

Create Department

Create Project

Create TimeOff

About OfficeTimer

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces