Notify Microsoft Teams when a client is created in Clockify

■Overview

Do you manage client information in Clockify but still share it with your team manually whenever a new client is added? Manual sharing can easily lead to missed notifications and delays, reducing operational efficiency. This workflow uses the Clockify API to automatically notify Microsoft Teams whenever a new client is created. Eliminate the hassle of manual sharing and keep your team informed quickly.

■Who should use this template

• Teams that manage clients in Clockify and share information through Microsoft Teams
• Team leaders who want to prevent missed or delayed client information sharing and improve operational efficiency
• Anyone who wants to automate notifications using the Clockify API without coding

■Benefits of using this template

• Automatically create notifications when a client is added to Clockify, reducing the time and effort required for manual sharing.
• Prevent mistakes such as forgotten notifications and delayed sharing, ensuring fast and reliable communication across your team.

■How the Flowbot works

1. First, connect Clockify and Microsoft Teams to Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new client is created.”
3. Finally, set the Microsoft Teams action to “Send a message to a channel” in the operation and send a client creation notification to your preferred channel.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger runs.

■Customizing this workflow

• You can freely customize the message sent to Microsoft Teams. Include information such as the client name retrieved from Clockify to create more specific and easy-to-understand notifications.

■Notes‍

• Connect both Clockify and Microsoft Teams to Yoom.
• Microsoft 365 (formerly Office 365) offers Home and Business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a Business plan.