Review Clockify clients before your next follow-up
Get a recurring, focused review of Clockify client records and the WhatsApp follow-ups you want to handle next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
You know a follow-up is somewhere in chat, but lack a quick view of the Clockify client list beside it.
- Bring Clockify client records into a scheduled review.
- Prompt a concise follow-up list using chat context you provide or make available to Notis.
- Avoid manually opening Clockify just to review its client list.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Clockify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Clockify clients for the stated workspace and summarize relevant follow-ups from the 2chat conversations you identify; do not infer message history that is unavailable.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and a relevant conversation.
Questions about this workflow
Will this action read my WhatsApp history?
The Clockify action retrieves clients. The automation can only use 2chat conversation content available to it; identify the chats or provide the relevant context if needed.
Can the workflow know which clients are overdue for follow-up?
Only if you provide the follow-up criteria or the source conversation makes it clear. Clockify client records alone do not establish follow-up status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Clockify. A trigger fires from one place; an action lands in another.
2chat triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a new webhook in a workspace. use when you want to subscribe to workspace events by registering a callback url.
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
Filter Workspace Users
Tool to filter users in a workspace by advanced criteria. use when you need a paginated, sortable list of workspace users matching multiple filters.
Find All Users On Workspace
Tool to list all users in a workspace. use when you need to retrieve workspace members after confirming the workspace id. example: "find all users on workspace 64a687e29ae1f428e7ebe303."
Find User's Team Managers
Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.
Generate New Webhook Token
Tool to generate a new webhook token. use after confirming workspace and webhook ids.
Connect any two apps with Notis in the middle.
2chat and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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