Set up client tracking from a research brief
Create the client record while the organization context is still in front of you.
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
Research about a new organization can lead to project work before its client record exists.
- Reduce manual client setup.
- Keep new organization work ready for project tracking.
- Capture context at the point it appears.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Clockify once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to create a Clockify client when an Agenty brief identifies a new organization and provides its name.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real brief and verify the client in the intended Clockify workspace.
Questions about this workflow
Can the brief supply the workspace?
Include the workspace context in the request or your instruction. Creating a client requires a specific Clockify workspace.
Will this create duplicate clients?
Ask Notis to check existing clients before creating one. The result depends on whether the available client information is sufficient to identify a match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Clockify. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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