Create Salesforce follow-up tasks from Clockify hours
Keep client momentum moving after the work is logged.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Important follow-ups disappear after a busy delivery day.
- Turns logged effort into a clear next action
- Reduces post-project context switching
- Keeps client work visible in Salesforce
Setup
Build it in a few focused steps.
- 1Connect Clockify and Salesforce in Notis once.
- 2Create an automation named Client hours follow-up.
- 3Tell Notis to create a Salesforce task when a Clockify entry shows completed client work and include the useful context.
- 4Choose the webhook trigger and select a report channel.
- 5Send one real Clockify entry to test the workflow.
Questions about this workflow
What starts this workflow?
A webhook carrying a Clockify time entry or work summary starts it.
Can Notis decide whether follow-up is needed?
Yes. Describe your rule in the automation prompt, such as creating a task only for client-facing work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clockify to Salesforce. A trigger fires from one place; an action lands in another.
Clockify triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Clockify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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