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Notis

Log won Agile CRM deals in Clockify

Capture the time behind a win while the deal context is still fresh.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Time Entry

Creates a time entry with project, task, tag, and billing details.

Why this helps

After a deal closes, the time spent selling it is easy to forget or reconstruct inaccurately.

  • Record sales work without switching from the deal workflow.
  • Keep the entry tied to the deal name and relevant context.
  • Avoid guessing duration or dates when those details are not provided.

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.
  • 3Tell Notis to create a Clockify time entry for a deal marked won, using only the duration, date, workspace, and project details included in the incoming request or available context.
  • 4Choose the notis_webhook trigger and select where run reports should go.
  • 5Test with one real won deal and a supplied duration.

Questions about this workflow

Does Agile CRM provide the trigger for this workflow?

No. Agile CRM has no listed trigger events here. A notis_webhook starts the automation when an HTTP request is sent to it.

Will Notis guess how long the sales work took?

No. Include a duration and the needed date and Clockify context in the request, or have Notis ask when required information is missing.

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.

TriggerScheduled

Create Client

Creates a new client in a workspace.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add User to Group

Adds a user to an existing workspace group.

ActionInstant

Create Webhook

Creates a webhook to receive workspace event notifications.

ActionInstant

Delete Client

Permanently deletes a client; this action cannot be undone.

ActionInstant

Create New Project

Creates a project in a workspace, optionally linked to a client.

ActionInstant

Delete Webhook

Deletes an existing webhook.

ActionInstant

Create Shared Report

Creates a shareable summary, detailed, or weekly report.

ActionInstant

Filter Workspace Users

Filters workspace users by criteria.

ActionInstant

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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