Turn deal follow-ups into Clockify tasks
Keep the next piece of deal work visible where you track its time.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task in a project, with optional estimates, assignees, and billable status.
Why this helps
Follow-up work can stay buried in deal notes instead of appearing in the project where work gets tracked.
- Make one concrete follow-up trackable in Clockify.
- Keep the task tied to an existing project when available.
- Reduce the chance that a written next step gets overlooked.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clockify once in the Notis portal.
- 2Create an automation prompt that identifies a specific follow-up and its matching Clockify project.
- 3Pick the Notis webhook trigger and arrange for a request to start the review.
- 4Choose where run reports go and test with one real deal that has a clear next step.
Questions about this workflow
Does this workflow create a project too?
No. This workflow creates a task in an existing Clockify project. The prompt should explain how to identify that project and what to do if it cannot be found.
Can it create a task from any note?
Set a clear rule in the prompt, such as requiring an explicit next action. Notis can only use information available through the connected apps and the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clockify. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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