Add a record to Airtable when a task matching specific conditions is created in Clockify

■Overview

Do you manage tasks in Clockify and consolidate information in Airtable separately, making manual data synchronization a hassle? Manually entering information across two SaaS platforms not only takes time but can also lead to input errors.
This workflow automates the integration between Clockify and Airtable, automatically adding a record to Airtable when a specific task is created. Eliminate repetitive data entry and create an environment where you can focus on more important work.

■Who Should Use This Template

• Anyone who manually transfers task information created in Clockify to Airtable
• Managers who want to connect Clockify and Airtable to streamline project task management
• Anyone who wants to eliminate manual data entry errors and improve overall team productivity

■Benefits of This Template

• When a task is created in Clockify, a record is automatically created in Airtable, reducing the time previously spent on manual data entry.
• By eliminating manual transfers, you can prevent human errors such as input mistakes and missed updates, helping maintain data accuracy.

■Workflow Steps

1. First, connect Clockify and Airtable to Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new task is created.”
3. Then, configure the branching feature in an operation so that the workflow proceeds only when specific conditions are met.
4. Finally, set the Airtable “Create a record” action in an operation to add a record based on the information retrieved from Clockify.

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

■Customizable Points

• Set the conditions for the tasks to be added to Airtable in the branching action. For example, you can target only tasks that include a specific project name.
• In the Airtable “Create a record” action, choose which information retrieved from Clockify, such as the task name or assignee, should be added to which Airtable fields.

■Important Notes‍

• Connect both Clockify and Airtable to Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured workflow 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.