Integrations Clockodo Zoe Financial
Clockodo + Zoe Financial

Connect Clockodo and Zoe Financial to Build Intelligent Automations

Choose a Trigger

Clockodo

When this happens...

Choose an Action

Zoe Financial

Automatically do this!

Enable Integrations or automations with these events of Clockodo and Zoe Financial

Enable Integrations or automations with these events of Clockodo and Zoe Financial

Actions

Create Customer

Create Customer

Add a new customer with billing and status details and an optional note.

Create time entry

Create time entry

Add a work time entry with start and end times, project, customer, and billing details.

List customers

List customers

Retrieve all customers in your account.

Create Project

Create Project

Create a customer project with optional dates, budget, and billing settings to track time and costs.

Create  Service

Create Service

Creates a new service.

Create SubProject

Create SubProject

Create a subproject in a project with a name, billing, budget, and optional notes.

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Frequently Asked Questions

How do I start an integration between Clockodo and Zoe Financial?

To start, connect both your Clockodo and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Clockodo triggers actions in Zoe Financial (or vice versa).

Can we customize how data from Clockodo is recorded in Zoe Financial?

Absolutely. You can customize how Clockodo data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clockodo and Zoe Financial?

The data sync between Clockodo and Zoe Financial typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clockodo to Zoe Financial?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clockodo and Zoe Financial?

Yes, you can set conditional logic to control the flow of data between Clockodo and Zoe Financial. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Clockodo

About Clockodo

Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.

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Zoe Financial

About Zoe Financial

Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.

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