Find Clockify clients from an email request
Answer a client-list request with the right Clockify workspace context, without searching through menus first.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
Finding the right client list can mean breaking focus to open Clockify and confirm the workspace.
- Use the workspace named in the incoming request.
- Reduce manual navigation for routine client-list requests.
- Keep the requested client lookup attached to its triggering email.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Clockify once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to retrieve clients only when an email asks for a client list and identifies the Clockify workspace.
- 4Pick Agent mail's New Email Received trigger.
- 5Choose where run reports go, then test with one real request that names a workspace.
Questions about this workflow
Does this create or change clients?
No. The selected Clockify action retrieves the clients in a workspace.
Can it guess which workspace the requester means?
The instruction should require a workspace identifier or other unambiguous workspace context. If it is missing, the workflow should flag that information as needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clockify. A trigger fires from one place; an action lands in another.
Agent mail triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a new webhook in a workspace. use when you want to subscribe to workspace events by registering a callback url.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
Filter Workspace Users
Tool to filter users in a workspace by advanced criteria. use when you need a paginated, sortable list of workspace users matching multiple filters.
Find All Users On Workspace
Tool to list all users in a workspace. use when you need to retrieve workspace members after confirming the workspace id. example: "find all users on workspace 64a687e29ae1f428e7ebe303."
Find User's Team Managers
Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.
Generate New Webhook Token
Tool to generate a new webhook token. use after confirming workspace and webhook ids.
Connect any two apps with Notis in the middle.
Agent mail and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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