?>

Wealthbox CRM + Time Doctor Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Time Doctor

About Wealthbox CRM

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

About Time Doctor

Time Doctor is time management software that tracks each activity you are working on during the day. It is designed for remote teams to track the hours logged in by individual employees or team members.

Time Doctor Integrations
Connect Wealthbox CRM + Time Doctor in easier way

It's easy to connect Wealthbox CRM + Time Doctor without coding knowledge. Start creating your own business flow.

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • Absent Employee

    Trigger when a staff is absent.

  • Late Employee

    Triggers when a staff is late.

  • New Manual Time

    Triggers when an employee adds time manually.

  • New Projects

    Triggers when a new Project is created.

  • New Task

    Triggers when a new task is created.

  • New User

    Triggers when a new user account is created on your company.

  • Partially Absent Employee

    Triggers when a staff is partially absent.

  • Task Completed

    Triggers when a task marked as completed.

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • New Folder

    Creates a new Folder.

  • New Project

    Creates a new Project.

  • New Task in Project

    Creates a new task in a project.

How Wealthbox CRM & Time Doctor Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Time Doctor as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Time Doctor with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.