Add a task to Google Sheets when a task matching specific conditions is added in Clockify

■Overview

Are you manually transferring task information managed in Clockify to Google Sheets for analysis or sharing? This not only takes time but can also lead to data entry errors and omissions. With this workflow, whenever a new task is added in Clockify, the information is automatically added to Google Sheets. This streamlines the integration between Clockify and Google Sheets, making your day-to-day task management more efficient.

■Who should use this template

• Project managers who manage tasks in Clockify and track project hours in Google Sheets
• Team leaders who find manually transferring data between Clockify and Google Sheets time-consuming and want to automate the process

• Anyone who wants to reflect Clockify task information in Google Sheets in real time and streamline information sharing

■Benefits of using this template

• Automatically record tasks in Google Sheets as soon as they are added to Clockify, reducing the time spent on manual data transfer
• Eliminate manual data entry to prevent human errors such as transfer mistakes and omissions, while maintaining data accuracy between Clockify and Google Sheets

■Flowbot steps

1. First, connect Clockify and Google Sheets to Yoom
2. Next, select Clockify as the trigger and set the action to “When a new task is added”
3. Next, select the branching feature in Operations and configure it to execute subsequent actions only when specific conditions are met
4. Finally, set the Google Sheets “Add a record” action in Operations to add Clockify task information to the specified spreadsheet

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

■Customization options

• Set any conditions for the branching feature, such as adding only tasks that include a specific project or client name to Google Sheets
• For the records added to Google Sheets, choose and configure which information retrieved from Clockify to include, such as the task name, assignee, and due date

■Important notes‍

• Connect both Clockify and Google Sheets to Yoom.
• Branching is an operation available on the Mini plan and higher. On the Free plan, the configured Flowbot operation will result in an error.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.