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Find the matching Clockify client for each ticket

Connect customer context across support and time tracking in seconds.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

Get Clients

Tool to list clients in a workspace. use after obtaining a workspace id.

Why this helps

Customer names drift across systems, making client identification tedious.

  • Speeds customer matching
  • Improves context continuity
  • Reduces duplicate searching

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Clockify once in Notis.
  • 2Create an automation named Ticket client context lookup.
  • 3Tell Notis to list Clockify clients and highlight likely matches using the ticket details.
  • 4Pick the New Zendesk Ticket trigger and choose a report channel.
  • 5Test with one real customer ticket.

Questions about this workflow

Will it create a client if none matches?

No. This workflow only lists clients and reports possible matches.

Can matching use ticket text?

Yes. Include the customer or account details in the plain language instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Clockify. A trigger fires from one place; an action lands in another.

Zendesk triggers

Clockify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Delete Client

Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Delete Webhook

Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.

ActionInstant

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.

ActionInstant

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."

ActionInstant

Find User's Team Managers

Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.

ActionInstant

Generate New Webhook Token

Tool to generate a new webhook token. use after confirming workspace and webhook ids.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Clockify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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