Set up Clockify clients for investor relationships
Keep investor research and relationship work organized with Clockify clients created from Affinity records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client in a workspace.
Why this helps
Investor research may start before a corresponding client exists in the time tracking workspace.
- Reduce manual client setup for investor research.
- Use Affinity as the source for relationship details.
- Limit client creation to records that meet your stated criteria.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clockify once in the Notis portal.
- 2Create an automation and describe which investor or firm records should become Clockify clients.
- 3Pick the Notis webhook trigger and arrange for a request to start the review.
- 4Choose a report destination and test with one real Affinity record.
Questions about this workflow
Will every Affinity contact become a Clockify client?
No. Describe the investor or firm criteria in the prompt so the automation only creates clients for relationships you want to track.
What if the client already exists?
Ask Notis to check available Clockify client data before creating one, and report a match rather than creating a duplicate.
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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