Create Clockify Clients from New Gmail Requests
Capture client details from onboarding emails and add the client to Clockify without switching apps.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Client
Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.
Why this helps
Client details can get buried in an inbox while you set up a new engagement.
- Create a Clockify client from a qualifying incoming email.
- Skip manual re-entry of the client details provided in the message.
- Get a run report when details are missing or the client is created.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Clockify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to create a Clockify client only when a new email clearly requests onboarding and supplies the required client details; ask for review when details are missing.
- 4Pick New Gmail Message Received as the trigger and choose where run reports should go.
- 5Test with one real onboarding email.
Questions about this workflow
Will every incoming email create a Clockify client?
No. Tell Notis to create a client only when the message clearly requests onboarding and contains the details you require. You can ask it to report incomplete requests for review.
What if the email does not include all the details?
In your instruction, tell Notis to report the missing information instead of creating a client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Clockify. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
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.
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."
Find User's Team Managers
Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.
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.
Gmail and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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