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

■Overview

When you create a new task in Clockify, do you manually post a notification to the relevant members in Microsoft Teams? While this task is simple, it can become time-consuming when repeated and increases the risk of missed notifications.
With this workflow, whenever a specific task is created in Clockify, a notification is automatically sent to a designated Microsoft Teams channel. Automate collaboration between Microsoft Teams and Clockify to share information faster and prevent anything from slipping through the cracks.

■Who This Template Is For

• Teams using Clockify and Microsoft Teams to manage task progress
• Anyone who finds manual notifications when creating tasks time-consuming and wants to prevent missed updates
• Teams looking to streamline information sharing through Microsoft Teams and Clockify integration

■Benefits of Using This Template

• When a task is created in Clockify, Microsoft Teams is notified automatically, reducing the time spent sharing information manually.
• Prevent human errors such as missed messages or incorrect content caused by manual notifications, ensuring reliable information sharing.

■Workflow Steps

1. First, connect Microsoft Teams and Clockify to Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new task is created.”
3. Then, configure a branching operation to send notifications only when specific conditions are met.
4. Finally, set the Microsoft Teams “Send a message to a channel” action as an operation to send a task creation notification to the designated channel.

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

■Customization Options

• In the Clockify trigger settings, enter the Workspace ID you want to use for notifications.
• With the branching feature, you can freely set conditions based on the information retrieved from Clockify, such as “Notify only for tasks related to a specific project.”
• For Microsoft Teams notifications, you can specify the team and channel where messages should be sent. You can also dynamically create notification messages by inserting variables such as the task name retrieved from Clockify.

■Notes

• Connect both Clockify and Microsoft Teams to Yoom.
• Microsoft365 (formerly Office365) offers plans for home use and business use (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
• Branching is an operation available on the Mini Plan and higher. On the Free Plan, operations configured in your workflow will result in an error, so please take note.
• Paid plans such as the Mini Plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are restricted on the Free Plan.