Create Clockify clients from WhatsApp requests
When a new client request arrives in WhatsApp, Notis can create the Clockify client from the information provided and report the result.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Create Client
Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.
Why this helps
Client setup can get lost between an introductory message and the work of adding the record to Clockify.
- Turn a clear client request into a Clockify record.
- Keep the request and setup outcome in one automation run.
- Avoid retyping details already provided in the message.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Clockify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe that a WhatsApp request to add a client should create that client in Clockify using supplied details.
- 4Pick New Message Received as the trigger and choose where run reports go.
- 5Test with one real request containing the client details Clockify requires.
Questions about this workflow
What if the message does not include all required details?
Clockify may require information that the message does not contain. Supply missing details in your instruction or handle the incomplete request manually.
Does this create a project too?
No. The allowed action creates a client only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Clockify. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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 Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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