Notify a channel in Microsoft Teams when a new task is created in Clockify

■Overview

Manually notifying Microsoft Teams every time a new task is created in Clockify is time-consuming and can easily lead to missed updates. With this workflow, whenever a task is created in Clockify, a notification is automatically sent to a designated Microsoft Teams channel, keeping information flowing smoothly between Microsoft Teams and Clockify.

■Who is this template for?

• Team leaders who manage tasks in Clockify and share information through Microsoft Teams
• Anyone who manually sends notifications between Microsoft Teams and Clockify and wants to eliminate missed updates and unnecessary work
• Anyone who wants to share project progress with their team in real time and improve productivity

■Benefits of using this template

• When a new task is created in Clockify, Microsoft Teams is notified automatically, reducing the time spent on manual information sharing.
• By eliminating the need to transfer information manually, this workflow helps prevent human errors such as missed notifications and transcription mistakes, ensuring reliable information sharing.

■Workflow steps

1. First, connect Microsoft Teams and Clockify with Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new task is created.”
3. Finally, set the Microsoft Teams “Send a message to a channel” action as the operation, and configure it to send task information retrieved from Clockify to the designated channel.

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

■Customization options

• In the Clockify trigger settings, specify the Workspace ID for which you want to send notifications.
• In the Microsoft Teams notification settings, you can specify the team and channel where you want to send messages.
• Customize the notification message freely by adding not only fixed text but also information retrieved from the Clockify trigger, such as the task name.

■Notes

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