Skip to content
Notis

Prepare a Clockify client from qualified prospect research

When research confirms a prospect is ready for client tracking, create its Clockify record in one step.

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

A qualified prospect can reach the work stage before anyone has created the client record for time tracking.

  • Prepare client tracking when a prospect qualifies.
  • Keep the prospect name consistent across research and time tracking.
  • Skip a manual handoff for client setup.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Clockify once in the Notis portal.
  • 2Create an automation and describe the qualification signal for creating a client.
  • 3Pick a webhook trigger for qualified prospect research.
  • 4Choose where Notis should send run reports.
  • 5Test with one qualified prospect and check the Clockify client list.

Questions about this workflow

Will this create a client for every prospect found?

Set a clear qualification condition in your instruction and send only qualifying research to the webhook.

What does Clockify need for client creation?

The request should provide the client name and the Clockify workspace context required by your connected account.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Clockify. A trigger fires from one place; an action lands in another.

Agentql triggers

Clockify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client in a workspace.

ActionInstant

Webhook trigger

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

TriggerInstant

Add User to Group

Adds a user to an existing workspace group.

ActionInstant

Create Webhook

Creates a webhook to receive workspace event notifications.

ActionInstant

Delete Client

Permanently deletes a client; this action cannot be undone.

ActionInstant

Create New Project

Creates a project in a workspace, optionally linked to a client.

ActionInstant

Delete Webhook

Deletes an existing webhook.

ActionInstant

Create Shared Report

Creates a shareable summary, detailed, or weekly report.

ActionInstant

Filter Workspace Users

Filters workspace users by criteria.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Clockify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clockify.