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Notis

Create Clockify clients from incoming email requests

Client setup requests can arrive in the middle of everything else. Let Notis turn a clear email request into a Clockify client record.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Create Client

Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.

Why this helps

New client requests get buried in the inbox, delaying setup and interrupting focused work.

  • Handle clear client setup requests without switching between inbox and Clockify.
  • Keep client creation tied to an explicit email request.
  • Skip requests that lack the workspace or client details Clockify needs.

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 create a Clockify client only when an incoming email explicitly requests one and provides the required workspace and client details.
  • 4Pick Agent mail's New Email Received trigger.
  • 5Choose where run reports go, then test with one real client request email.

Questions about this workflow

Will Notis create a client from every new email?

The instruction should limit creation to emails that explicitly request a client and provide the required details. Unclear or incomplete requests should be reported for review.

What if the email does not identify a workspace?

The workflow cannot safely choose a workspace from the listed action alone. Have the requester include the workspace information, or review the run report and supply what is missing.

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.

TriggerScheduled

Create Client

Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Delete Client

Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.

ActionInstant

Delete Webhook

Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.

ActionInstant

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.

ActionInstant

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."

ActionInstant

Find User's Team Managers

Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.

ActionInstant

Generate New Webhook Token

Tool to generate a new webhook token. use after confirming workspace and webhook ids.

ActionInstant

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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