Keep follow up grounded in Clockify member details
After you send, get the context needed to follow through with the right teammate.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Get member's profile
Tool to get a member's profile in a workspace. use when you need detailed profile info after identifying the workspace and user.
Why this helps
Follow up often stalls because role and profile details are scattered across tools.
- Surface role and membership context
- Improve follow up precision
- Reduce repeated profile searches
Setup
Build it in a few focused steps.
- 1Connect Outlook and Clockify once in the Notis portal.
- 2Create an automation that identifies the relevant person from each sent message and retrieves their Clockify profile.
- 3Pick New Sent Message as the trigger.
- 4Choose a report channel for follow up notes.
- 5Test with one sent delegation email.
Questions about this workflow
What if the recipient is not a Clockify member?
Notis reports that no matching profile was found and leaves the message unchanged.
Can it retrieve profiles for several people?
Yes. Instruct it to retrieve each confirmed Clockify member profile mentioned in the message.
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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