Set up Clockify projects from client handoffs
Give new client work a time tracking home before the first task begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create New Project
Creates a project in a workspace, optionally linked to a client.
Why this helps
New client work can start before anyone creates the corresponding Clockify project.
- Reduce the delay between a client handoff and project setup.
- Use the client and project details provided in the request.
- Keep project creation focused on a concrete onboarding outcome.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clockify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for client project setup.
- 3Tell Notis to create a Clockify project for a new client handoff, using the supplied project name and workspace details and any supplied client association.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real client handoff and confirm the required project details are present.
Questions about this workflow
Can Agile CRM start this automatically through a native event?
No Agile CRM trigger events are listed. Use a notis_webhook request to start the automation.
What if the Clockify workspace or project name is missing?
Provide those details in the request or instruction. Notis should not guess required project settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Clockify. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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