See the Clockify members behind a new deal
Know who can pick up delivery work before the handoff meeting.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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."
Why this helps
Deal handoffs stall when nobody knows which Clockify members belong to the workspace.
- Clarify ownership options
- Reduce handoff meetings
- Keep staffing context current
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Clockify in Notis once.
- 2Create an automation named Deal member readiness.
- 3Tell Notis to list users in the relevant Clockify workspace and summarize roles or active status when available.
- 4Pick the Pipedrive new deal trigger and choose a report channel.
- 5Test with one deal.
Questions about this workflow
Can it assign a person?
No. It provides the member list for a human decision.
What workspace is used?
Supply the workspace ID or a rule for identifying it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Clockify. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
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."
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.
Pipedrive and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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