Pull a Clockify client list during WhatsApp onboarding
Check the existing client list from the conversation so onboarding can move forward with less searching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
Starting onboarding without knowing whether a client already exists leads to duplicate checks and follow-up.
- Retrieve clients from a specified workspace on demand.
- Give onboarding conversations a quick reference point.
- Help reduce duplicate client setup requests through a manual review.
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 clients from the specified Clockify workspace and summarize likely matches for the name mentioned, marking matches for human confirmation.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real onboarding request and an existing client name.
Questions about this workflow
Can this guarantee a client is not a duplicate?
No. It can retrieve the list and identify possible name matches. Confirm the right record before creating a new client.
What if I do not know the workspace?
Specify the workspace in the request or ask Notis to retrieve the available workspace list first.
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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