Keep the Clockify client list reviewable
A recurring client snapshot makes account planning easier to start.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
Client records become stale when nobody has a clear review moment.
- Create a consistent review habit
- Surface stale or unexpected records
- Support cleaner account planning
Setup
Build it in a few focused steps.
- 1Connect Typeform and Clockify in Notis once.
- 2Create an automation asking Notis to retrieve the client list and summarize review points.
- 3Choose a recurring Notis schedule trigger.
- 4Choose the run report channel.
- 5Run one test execution with the selected workspace.
Questions about this workflow
Does it archive clients?
No. It creates a review report from the current list.
Can the summary use business rules?
Yes. Include your review criteria in the plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Clockify. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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