Review customer records after invoice payments
Use a successful invoice payment as a prompt to review Clockify clients and spot customer records that may need attention.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
Payment confirmation and time tracking live in separate places, making customer record checks easy to postpone.
- Bring the latest Clockify client list into a payment follow-up report.
- Reduce the effort of switching apps to review customer records.
- Keep the Stripe invoice event as context for the review.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Clockify once in the Notis portal.
- 2Create an automation under Automations, New Automation, and name the review.
- 3Tell Notis to retrieve the Clockify client list after an invoice payment succeeds and report the payment details alongside the available client context.
- 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports go.
- 5Test with one real successful invoice payment.
Questions about this workflow
Does this confirm the payment matches a Clockify client?
The listed Clockify actions provide the client list, but do not provide a dedicated customer matching or reconciliation action. Ask Notis to flag possible matches for review.
Will it change Clockify records?
No. This workflow retrieves the client list for a report and does not modify Clockify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Clockify. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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."
Product Created Trigger
Triggered when a product is created in Stripe
Find User's Team Managers
Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Clockify.