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Bring Clockify client details to project kickoff

Start with the client context your team needs. Ask Notis to fetch a Clockify client record when Jira adds a project.

Trigger

New Project

Triggered when a new project is added in Jira

Action

Get Client By ID

Tool to get details of a client by id. use after confirming workspace and client ids.

Why this helps

Project kickoff slows down when client details live in Clockify and someone has to look them up manually.

  • Bring an existing client record into kickoff
  • Reduce manual client lookups
  • Keep relevant details with the project launch report

Setup

Build it in a few focused steps.

  • 1Connect Jira and Clockify once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel.
  • 3Ask Notis to get details for a Clockify client you identify when a Jira project is added.
  • 4Choose Jira's New Project trigger and select where run reports should go.
  • 5Test with one real project and confirm the correct client details appear.

Questions about this workflow

What is required for this lookup?

The Clockify workspace and client ids must be confirmed.

Will it find a client by name?

The listed action gets a client by id. Confirm the client id before running it.

Does it create or update a client?

No. It retrieves details for an existing client.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Jira to Clockify. A trigger fires from one place; an action lands in another.

Jira triggers

Clockify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

Delete Client

Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Delete Webhook

Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

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.

ActionInstant

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."

ActionInstant

Find User's Team Managers

Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.

ActionInstant

Generate New Webhook Token

Tool to generate a new webhook token. use after confirming workspace and webhook ids.

ActionInstant

Connect any two apps with Notis in the middle.

Jira and Clockify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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