Pull the right Clockify client details into task triage
Start work with the client record already in view.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Client By ID
Tool to get details of a client by id. use after confirming workspace and client ids.
Why this helps
Opening a task and then hunting for the matching client record adds friction and invites mistakes.
- Brings client details into the task report
- Reduces lookup errors
- Makes handoffs clearer
Setup
Build it in a few focused steps.
- 1Connect Todoist and Clockify once.
- 2Create an automation for client detail retrieval.
- 3Tell Notis to get the Clockify client identified in each new Todoist task and summarize the returned details.
- 4Pick New Task Created as the trigger.
- 5Choose a report channel and test with one task containing a client reference.
Questions about this workflow
What if no client identifier is present?
Notis can report that the identifier is missing and leave the Clockify record unchanged.
Can it retrieve any client?
It can retrieve a client after the workspace and client identifiers are confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Clockify. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
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.
Todoist and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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