Review Agile CRM sales time each week
Start the week with a compact view of the time your sales work consumed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Why this helps
Sales activity and logged hours live in different places, making weekly review easy to postpone.
- Create a recurring review artifact in Clockify.
- Group sales time using existing project or tag conventions.
- Make the reporting period and schedule explicit.
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 give it a clear weekly report name.
- 3Tell Notis to create a shareable Clockify report for the prior week using the workspace and existing sales project or tag details you provide.
- 4Choose the notis_cron trigger and set the recurring schedule.
- 5Choose where run reports should go, then test with one real reporting period.
Questions about this workflow
Does the report automatically know which entries are sales work?
Only if Clockify entries use a consistent project, tag, or other available distinction. Tell Notis which existing convention identifies sales work.
Does this workflow pull sales data from Agile CRM?
The action creates a Clockify shared report. Include any Agile CRM context needed in your instruction; this workflow does not invent a CRM trigger or guarantee CRM metrics in the report.
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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