Review Clockify workspace users when a HubSpot deal changes stage
Keep deal handoffs moving by bringing a Clockify user review into the same update that changes the HubSpot deal stage.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
A deal handoff can stall when people have to leave the CRM and separately figure out who is available or relevant in Clockify.
- Prompt a user-list review at a deal stage transition.
- Reduce manual app switching during handoffs.
- Send the result to a chosen report channel.
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 the deal handoff.
- 3In one instruction, ask Notis to retrieve the relevant filtered Clockify workspace users when a deal changes stage and summarize the result for review.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and confirm the user review has the context you need.
Questions about this workflow
Does this assign a Clockify user to the deal?
No. The available action filters and lists workspace users; it does not assign people to HubSpot deals.
Can I specify criteria for the user list?
You can describe the outcome in your instruction. The action supports advanced criteria, but the needed criteria and workspace context must be available to Notis.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clockify.