Check for an existing Clockify client before agreement follow-up
A quick client lookup can help you keep a new agreement connected to the right customer record.
Trigger
New Sign Request Created
Triggers when a new Box sign request is created. This trigger monitors Box sign requests and fires when new sign requests are detected.
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
Setting up a customer twice creates avoidable cleanup and makes it harder to keep time tracking consistent.
- Surface existing Clockify clients during agreement intake.
- Give yourself a review step before creating a new client.
- Use the workspace you specify in the instruction.
Setup
Build it in a few focused steps.
- 1Connect Box and Clockify once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Tell Notis to retrieve Clockify clients for the workspace you specify and report possible matches using details available from the sign request.
- 4Choose New Sign Request Created as the trigger and select where run reports should go.
- 5Test with one real sign request and confirm the reported match is useful.
Questions about this workflow
Does this action determine whether two client names are the same?
The action lists clients in a workspace. Notis can compare available details, but the instruction should specify the match criteria and the report should be reviewed.
Does it create a client if no match is found?
No. This workflow retrieves clients for review. Creating a client would require a separate instruction and the Create Client action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Clockify. A trigger fires from one place; an action lands in another.
Box triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a new webhook in a workspace. use when you want to subscribe to workspace events by registering a callback url.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Filter Workspace Users
Tool to filter users in a workspace by advanced criteria. use when you need a paginated, sortable list of workspace users matching multiple filters.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Find All Users On Workspace
Tool to list all users in a workspace. use when you need to retrieve workspace members after confirming the workspace id. example: "find all users on workspace 64a687e29ae1f428e7ebe303."
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Find User's Team Managers
Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Generate New Webhook Token
Tool to generate a new webhook token. use after confirming workspace and webhook ids.
Connect any two apps with Notis in the middle.
Box 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.