Notify Microsoft Teams when a project matching specific conditions is created in Clockify

■Overview

When a new project is created in Clockify, manually sharing it with the relevant people via Microsoft Teams can be time-consuming. This manual process can lead to missed or delayed notifications, potentially preventing projects from getting off to a smooth start. With this workflow, you can automatically notify Microsoft Teams whenever a specific project is created in Clockify, eliminating the hassle of coordinating updates and enabling faster information sharing.

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■Who This Template Is For

• Anyone using Clockify and Microsoft Teams who currently shares project launch updates manually
• Managers who oversee multiple projects and want to speed up information sharing with their teams
• Anyone who wants to eliminate manual notifications in project management and prevent human error

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■Benefits of Using This Template

• Notifications are sent automatically when a project is created in Clockify, reducing the time previously spent posting updates manually in Microsoft Teams.
• Prevent human errors such as delayed notifications and missed important information, enabling reliable information sharing.

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■Flowbot Steps

1. First, connect Clockify and Microsoft Teams to Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new project is created.”
3. Then, configure branching in the operation so that subsequent actions run only when specific conditions are met.
4. Finally, configure Microsoft Teams’ “Send a message to a channel” action in the operation to notify the specified channel about the project creation.

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

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■Customization Options

• In the Clockify trigger settings, specify the Workspace ID for which you want to send notifications.
• Set any branching conditions you need, such as sending notifications only when a specific client name or project name is included.
• When configuring the action to send a message in Microsoft Teams, specify the Team ID and Channel ID where you want to send notifications.

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■Notes

• Connect both Clockify and Microsoft Teams to Yoom.
• Microsoft365 (formerly Office365) offers personal and business plans (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
• Branching is an operation available on the Mini plan and above. On the Free Plan, the configured Flowbot operation will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.