Find the right Clockify client from every new email
Know which client a request belongs to before you respond or start tracking work.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
Client names and project context are scattered across incoming messages.
- Match requests to existing clients
- Reduce duplicate client creation
- Make response decisions faster
Setup
Build it in a few focused steps.
- 1Connect Outlook and Clockify once in the Notis portal.
- 2Create an automation that extracts client clues and searches Clockify clients.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel for match results.
- 5Test with one representative client email.
Questions about this workflow
What happens when no match exists?
Notis reports that no matching client was found and can suggest whether a new client review is needed.
Can it avoid duplicate matches?
Yes. Tell it to compare names, domains, and message context before reporting a match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Clockify. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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."
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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