Turn new Outlook contacts into Clockify client requests
Capture new relationships once and keep your Clockify client list ready for delivery work.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create Client
Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.
Why this helps
New contacts often remain disconnected from the client records used for time and delivery work.
- Reduce duplicate data entry
- Spot missing client details early
- Keep new business records actionable
Setup
Build it in a few focused steps.
- 1Connect Outlook and Clockify once in the Notis portal.
- 2Create an automation that reviews each new contact and creates a Clockify client when the workspace and required details are clear.
- 3Pick New Contact Added as the trigger.
- 4Choose where creation reports should go.
- 5Test with one real contact.
Questions about this workflow
What if the workspace is missing?
Notis pauses the request and reports the missing workspace information for you to supply.
Will it create duplicates?
Instruct Notis to check existing Clockify clients first and create only when no match exists.
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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