Review Clockify effort across open opportunities
See where delivery time is accumulating before margins drift.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Opportunity reviews miss the delivery effort already spent.
- Surfaces effort-heavy opportunities
- Supports better scope decisions
- Creates a repeatable weekly review
Setup
Build it in a few focused steps.
- 1Connect Clockify and Salesforce in Notis once.
- 2Create an automation named Weekly opportunity effort review.
- 3Tell Notis to retrieve recent Clockify hours and list Salesforce opportunities that need attention based on the comparison.
- 4Choose a recurring cron trigger and select a report channel.
- 5Run one test review with the latest week of data.
Questions about this workflow
Does this change opportunity records?
No. It lists and summarizes opportunities using Salesforce data.
What time range should I use?
State the review window in the prompt, such as the previous seven days.
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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