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Automate time tracking for client projects: connect Clockify to Wealthbox and log hours spent directly against specific Wealthbox contacts. Customize the data flow with JavaScript for advanced reporting, and scale efficiently on Latenode’s affordable, execution-based pricing.
Connect Clockify and Wealthbox in minutes with Latenode.
Create Clockify to Wealthbox workflow
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Clockify
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Create a New Scenario to Connect Clockify and Wealthbox
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Clockify, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clockify or Wealthbox will be your first step. To do this, click "Choose an app," find Clockify or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Clockify Node
Select the Clockify node from the app selection panel on the right.
Clockify
Configure the Clockify
Click on the Clockify node to configure it. You can modify the Clockify URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Wealthbox Node
Next, click the plus (+) icon on the Clockify node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
Clockify
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Wealthbox
Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Clockify and Wealthbox Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Clockify and Wealthbox Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Wealthbox
Trigger on Webhook
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Clockify
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Clockify, Wealthbox, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Clockify and Wealthbox integration works as expected. Depending on your setup, data should flow between Clockify and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clockify + Wealthbox + Google Calendar: When a new time entry is created in Clockify, find the associated contact in Wealthbox. Then, create a Google Calendar event to schedule a follow-up meeting with the contact.
Clockify + Wealthbox + QuickBooks: When a new time entry is created in Clockify, find the associated client in Wealthbox, then create an invoice in QuickBooks based on the time entry.
About Clockify
Track work hours in Clockify and automate reporting within Latenode. Log time entries, then trigger automated invoice creation, project updates, or performance dashboards. Centralize time tracking data in your workflows and reduce manual data entry. Use AI tools to analyze time data and optimize project timelines.
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About Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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How can I connect my Clockify account to Wealthbox using Latenode?
To connect your Clockify account to Wealthbox on Latenode, follow these steps:
Can I automatically log Clockify time entries in Wealthbox projects?
Yes! Latenode automates this, syncing tracked time as project updates. Get detailed reporting with no manual data entry and better project oversight.
What types of tasks can I perform by integrating Clockify with Wealthbox?
Integrating Clockify with Wealthbox allows you to perform various tasks, including:
How easily can I customize my Clockify data flows on Latenode?
Latenode offers no-code blocks, plus JavaScript and AI tools. Tailor workflows to your needs and handle complex logic with ease.
Are there any limitations to the Clockify and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: