Ground new contact follow up in your Clockify account
Start new relationship workflows with the right authenticated account context.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get Currently Logged In User Info
Tool to retrieve info about the authenticated user. use when verifying credentials and needing current user context after authentication.
Why this helps
New contact intake can be delayed when the active Clockify account or workspace is unclear.
- Confirm account context early
- Reduce setup ambiguity
- Prepare consistent client follow up
Setup
Build it in a few focused steps.
- 1Connect Outlook and Clockify once in the Notis portal.
- 2Create an automation that retrieves current Clockify user info when a new contact is added.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel for intake notes.
- 5Test with one new contact.
Questions about this workflow
Does it create a client automatically?
No. Pair this check with a separate client creation instruction if your process requires it.
Can the contact details be included?
Yes. Tell Notis to summarize the contact details alongside the Clockify account context.
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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