Make upcoming CRM follow-ups trackable
Turn the next concrete follow-up into a task you can time and finish.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task in a project, with optional estimates, assignees, and billable status.
Why this helps
Follow-ups can remain buried in a CRM list without a matching task in the time tracking project.
- Bring actionable follow-ups into the project where work is tracked.
- Create tasks from available CRM information on a recurring review.
- Keep task creation tied to an existing Clockify project.
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 follow-up task creation.
- 3Tell Notis to review upcoming follow-ups available from Agile CRM and create Clockify tasks for actionable items in the specified project, skipping items without enough detail.
- 4Choose the notis_cron trigger and set a review schedule that fits your follow-up routine.
- 5Choose where run reports should go and test with one real upcoming follow-up.
Questions about this workflow
Can the scheduled automation access my CRM follow-ups?
The workflow depends on the Agile CRM information made available to Notis. Its trigger is a Notis schedule, since no Agile CRM event triggers are listed.
Will it create tasks for every CRM record?
Instruct Notis to create tasks only for actionable follow-ups with enough information and to skip incomplete records.
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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