Review Clockify client details when a new HubSpot contact arrives
Bring a known Clockify client's details into your new-contact review without an extra manual lookup.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Client By ID
Tool to get details of a client by id. use after confirming workspace and client ids.
Why this helps
Contact triage can lose momentum when a teammate has to switch tools to confirm details about an existing client.
- Bring known client details into contact triage.
- Reduce context switching between CRM and time tracking.
- Make the lookup result available in the run report.
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 contact triage.
- 3In one instruction, ask Notis to retrieve the relevant known Clockify client details when a contact is created and summarize them for review.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and confirm the required client and workspace ids are available.
Questions about this workflow
Can this find a Clockify client by name?
The selected action retrieves a client by id. It needs the relevant client id and workspace context to be available.
Does this update the HubSpot contact?
No. The available Clockify action retrieves client details; the workflow reports the result for review.
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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