Summarize the hours behind sales work
See a simple view of where sales time is going before planning the next week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Summary Report
Generates a summary report of time entries grouped for high-level analysis.
Why this helps
Scattered time entries make it hard to spot workload patterns during planning.
- Create an aggregated view of tracked sales time.
- Use Clockify report groupings to support planning.
- Reduce manual preparation for recurring reviews.
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 sales hours summary.
- 3Tell Notis to generate a Clockify summary report for the chosen period, grouped by the existing client, project, or user details that represent sales 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
Does this calculate sales conversion or revenue?
No. The action generates an aggregated Clockify time report. Revenue and conversion data would need to be supplied separately.
Can I group the summary by team?
Use a grouping supported by the report and available in your Clockify data, such as users or projects. The workflow should not assume an unavailable team field.
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
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.