See the detail behind your deal work hours
Understand where deal support time went without piecing together entries manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Detailed Report
Generates a detailed time entry report.
Why this helps
A total number of hours rarely shows which deal work consumed the team's attention.
- Review entries with detail for deal support work.
- Use existing project or tag conventions to define the report scope.
- Make a recurring workload review easier to prepare.
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 the deal work report.
- 3Tell Notis to generate a detailed Clockify report for the chosen period using the existing projects or tags that identify deal work.
- 4Choose the notis_cron trigger and set the recurring schedule.
- 5Choose where run reports should go and test with one real reporting period.
Questions about this workflow
Can this report identify individual Agile CRM deals?
Only if Clockify entries or the available report context identify those deals. Tell Notis which existing convention to use; it cannot infer missing labels.
How is this different from a shared report?
This action generates detailed time entry data for review. The shared report action creates a shareable report artifact.
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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