Check Clockify Client Setup When You Send a Kickoff
Catch client setup gaps while the kickoff is fresh, using the email you just sent as the cue.
Trigger
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.
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
A kickoff can go out before anyone checks whether the client record is ready in Clockify.
- Use a sent kickoff email to prompt a client setup review.
- Have Notis compare the client name in the email with the retrieved Clockify client list.
- Receive a report if the client does not appear in the list.
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 check the Clockify client list after a sent kickoff email and report whether the client named in the email appears.
- 4Pick Email Sent as the trigger and choose where run reports should go.
- 5Test with one real kickoff email and a known Clockify client.
Questions about this workflow
Does this create a missing client?
No. It retrieves the Clockify client list and reports whether the named client appears. Use a separate instruction and the Create Client action if you want eligible emails to create records.
What if the email does not clearly identify the client?
Tell Notis to report that it could not identify a client and leave the check for your review.
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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