Keep prospecting projects organized as work changes
Get a periodic inventory of Clockify projects used for prospecting so work can be reviewed before it becomes hard to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Lists projects in a workspace.
Why this helps
Prospecting projects can accumulate without a simple periodic check for unclear names or missing context.
- Review the project's available details on a regular cadence.
- Spot projects that may need clearer naming or context.
- Keep lead work easier to find in Clockify.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation to retrieve and summarize projects used for prospecting.
- 3Pick a recurring Notis cron schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real project list and review the summary.
Questions about this workflow
Does this change or archive projects?
No. The selected action retrieves projects for review. Changes require a separate action and explicit instructions.
Can it tell which projects are inactive?
Only if the returned project data includes enough status information. If not, provide an activity baseline or review the project list manually.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Clockify. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Group
Adds a user to an existing workspace group.
Create Webhook
Creates a webhook to receive workspace event notifications.
Delete Client
Permanently deletes a client; this action cannot be undone.
Create New Project
Creates a project in a workspace, optionally linked to a client.
Delete Webhook
Deletes an existing webhook.
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Filter Workspace Users
Filters workspace users by criteria.
Connect any two apps with Notis in the middle.
Aeroleads and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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