Start client projects without a second round of setup
Have Notis check AgencyZoom for newly onboarded clients and prepare the matching Clockify project, using only the details the record provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create New Project
Creates a project in a workspace, optionally linked to a client.
Why this helps
A new client can be ready for service while the time tracking project is still missing.
- Reduce duplicate client setup across sales and time tracking.
- Use known client information to make project names recognizable.
- Surface unclear or incomplete records for review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Clockify once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to find newly onboarded AgencyZoom clients and create a Clockify project only when the record clearly identifies the client.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real client record and review the resulting project.
Questions about this workflow
Does this also create Clockify clients?
No. This workflow creates a project. It does not create or associate a Clockify client unless your instruction and available record details support that separately.
What happens when a client name is unclear?
Instruct Notis to skip that record and include it in the run report for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Clockify. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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