Keep client contacts linked to the right account
Clean CRM relationships as client work arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
Contacts remain disconnected from accounts after project work begins.
- Improves account visibility
- Reduces manual CRM cleanup
- Supports accurate client history
Setup
Build it in a few focused steps.
- 1Connect Clockify and Salesforce in Notis once.
- 2Create an automation named Client contact account linker.
- 3Tell Notis to find the Salesforce contact and account named in the Clockify payload and associate them when the match is clear.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one known client contact.
Questions about this workflow
What happens when there is no confident match?
Tell Notis to report the contact and request review rather than changing a record.
Does Clockify need to contain Salesforce IDs?
No. Names or email details can be supplied, but exact identifiers improve matching.
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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