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Reuse a consistent setup for document engagements

Start recurring document work from a ready-made Clockify structure instead of recreating project tasks each time.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Templates On Workspace

Creates reusable workspace templates with associated projects and tasks.

Why this helps

Repeated invoice or resume engagements often require the same project setup and task list.

  • Standardize recurring project and task setup.
  • Reduce repetitive preparation for new engagements.
  • Keep the template structure tied to a real request.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Clockify once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for template setup.
  • 3Tell Notis to create a Clockify template using the project and task structure supplied in the request.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real template request and confirm the structure is right.

Questions about this workflow

Will this create a project for each resume or invoice?

No. It creates a reusable template. Creating a project is a separate Clockify action.

Can the template include tasks?

Yes. The supplied template structure can include associated projects and tasks.

Does Affinda provide the template structure?

No Affinda trigger event or template details are listed. Include the intended structure in the webhook request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Clockify. A trigger fires from one place; an action lands in another.

Affinda triggers

Clockify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client in a workspace.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add User to Group

Adds a user to an existing workspace group.

ActionInstant

Create Webhook

Creates a webhook to receive workspace event notifications.

ActionInstant

Delete Client

Permanently deletes a client; this action cannot be undone.

ActionInstant

Create New Project

Creates a project in a workspace, optionally linked to a client.

ActionInstant

Delete Webhook

Deletes an existing webhook.

ActionInstant

Create Shared Report

Creates a shareable summary, detailed, or weekly report.

ActionInstant

Filter Workspace Users

Filters workspace users by criteria.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Clockify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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