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Create a ticket in HubSpot when a task is created in Clockify

Create a ticket in HubSpot when a task is created in Clockify

Launch this workflow to connect Clockify & HubSpot !

■Overview

Do you manually create customer support tickets in HubSpot for tasks managed in Clockify? This duplicate data entry is not only time-consuming but can also lead to transcription errors.
With this workflow, you can seamlessly connect Clockify and HubSpot and automatically create HubSpot tickets when a task is created. Eliminate inefficient manual work and enable fast, accurate information sharing.

■Who Is This Template For?

  • Teams that use both Clockify and HubSpot and want to streamline the connection between tasks and customer support
  • Teams that want to automate manual data entry and prevent input errors and missed responses
  • Teams that want to strengthen collaboration between project management and customer support and improve team productivity

■Benefits of This Template

  • When a task is created in Clockify, a ticket is automatically created in HubSpot, reducing the time spent manually entering information.
  • By eliminating manual data transfer, you can prevent human errors such as incorrect entries and missed information sharing.

■Workflow

  1. First, connect Clockify and HubSpot to Yoom.
  2. Next, select Clockify as the trigger and set the action to “When a new task is created.”
  3. Finally, set the HubSpot “Create a ticket” action as the operation and map the information retrieved from Clockify.

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

■Customization Options

  • In the Clockify trigger settings, specify the ID of the Workspace you want to include in the automation.
  • In the HubSpot ticket creation action, you can reference information retrieved from Clockify, such as the task name, and freely configure fields such as the ticket subject and content.

■Notes

  • Connect Clockify and HubSpot to Yoom.
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About the Apps
Clockify
Templates using
Clockify

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HubSpot
Templates using
HubSpot

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

This Yoom flow creates a Google Meet link and notifies Slack when a HubSpot deal progresses to an opportunity. Automate meeting URL creation and sharing with the assigned owner to reduce manual work, prevent missed steps, and stay focused on preparing for the deal.

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About the apps you use
Clockify
Yoom allows for integration with Clockify without code, enabling automation of Clockify operations via API. For example, you can start a Clockify timer when a specific message is posted on Slack or Teams, or automatically record information in Google Sheets or Notion when a timer starts or stops in Clockify.
see details
Templates

Automatically add a matching record to Airtable whenever a new task is created in Clockify. Reduce duplicate entry and transcription errors, and manage task information more efficiently.

Automatically notify Microsoft Teams when a new project is created in Clockify. Streamline project launches by reducing manual posting and preventing delayed or missed notifications.

Automatically add new Clockify tasks to ClickUp. Reduce missing or incorrect entries, eliminate duplicate data entry, and streamline task management to lighten your daily workload.
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
see details
Templates

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

This Yoom flow creates a Google Meet link and notifies Slack when a HubSpot deal progresses to an opportunity. Automate meeting URL creation and sharing with the assigned owner to reduce manual work, prevent missed steps, and stay focused on preparing for the deal.

Automatically create onboarding tasks in ClickUp when a HubSpot deal stage is updated. Reduce manual data entry and missed tasks to keep your team moving smoothly.
Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    New Project
    New Task
    New Client
    New Time Entry
    Timer Stopped
    Timer Started
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Create Task
    Search Tasks
    Create Project
    Search Projects
    Create Client
    Search Clients
    Create Tag
    Search Tags
    Create Time Entry
    Get in Progress Time Entries
    Stop Timer
    Get Time Entry Detailed Report
    Update Task
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
Flowbot triggers
    New Project
    New Task
    New Client
    New Time Entry
    Timer Stopped
    Timer Started
Flowbot operations
    Create Task
    Search Tasks
    Create Project
    Search Projects
    Create Client
    Search Clients
    Create Tag
    Search Tags
    Create Time Entry
    Get in Progress Time Entries
    Stop Timer
    Get Time Entry Detailed Report
    Update Task
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
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