Answer client lookup requests with Clockify
Resolve a quick client question without leaving the message that raised it.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
Switching apps to verify whether a client already exists adds friction to a small but frequent task.
- Cuts down app switching for simple lookup requests
- Helps spot an existing client before creating another
- Keeps the answer tied to the original DM
Setup
Build it in a few focused steps.
- 1Connect Slack and Clockify to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis in a DM to check Clockify clients when someone asks whether a client exists.
- 3Write one plain-language instruction describing which client questions merit a lookup and how Notis should summarize matching results.
- 4Choose Direct Message Received as the trigger and choose where Notis should report runs.
- 5Test with a real DM about a client that is already in Clockify.
Questions about this workflow
Does this create or change client records?
No. This workflow retrieves the Clockify client list so Notis can answer the lookup request.
Can it respond to channel messages too?
This version uses the Slack direct message trigger, which is scoped to DMs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Clockify. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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."
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Find User's Team Managers
Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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