Bring Clockify manager context into a deal stage update
Give deal handoffs useful team context by checking the managers of a known Clockify user when a HubSpot stage changes.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Find User's Team Managers
Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.
Why this helps
A stage change can raise questions about who should be involved, and finding the right Clockify manager takes a separate lookup.
- Surface manager information during a deal handoff.
- Reduce separate Clockify lookups.
- Keep run context alongside the deal stage event.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Clockify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for manager context.
- 3In one instruction, ask Notis to retrieve the managers of the relevant known Clockify user when a deal stage changes and include the result in the report.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal update and verify the needed Clockify user and workspace context are available.
Questions about this workflow
Does this identify a manager from the HubSpot deal owner automatically?
Only if the relevant Clockify user identity and ids are available to the automation. The Clockify action requires workspace and user ids.
Does this change the deal or notify a manager directly?
No. It retrieves manager information and includes it in the run report channel you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Clockify. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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