Keep deal projects aligned with your pipeline
Find project records that may need a second look when the pipeline changes.
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
Clockify projects can remain active or disconnected from the pipeline after an opportunity changes or closes.
- Spot projects with no clear matching opportunity.
- Review projects associated with deals that have closed or changed.
- Use a regular audit to reduce stale project clutter.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clockify once in the Notis portal.
- 2Create an automation prompt defining how to match projects to deals and what conditions should be reported.
- 3Pick a recurring Notis schedule for the audit.
- 4Choose where run reports should go and test with one real pipeline segment.
Questions about this workflow
Does this workflow delete outdated projects?
No. It retrieves Clockify projects and reports potential mismatches for review.
What if project names do not match deal names?
Describe any reliable identifiers available in both apps. If no reliable match exists, have the automation flag the record as uncertain.
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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