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

■Overview

Do you manage tasks in Clockify, a time-tracking tool, and handle customer support in HubSpot, but find that manually sharing information between the two tools is time-consuming and prone to missed follow-ups?
With this workflow, you can automatically create a ticket in HubSpot whenever a new task is created in Clockify. This helps resolve these challenges smoothly and streamline the integration between Clockify and HubSpot.

■Who Should Use This Template

• Teams using Clockify and HubSpot that struggle with manually sharing information between the two tools
• Teams looking to automate ticket creation based on tasks and respond to customers more quickly
• Managers who want to strengthen collaboration between project management and customer support while improving operational efficiency

■Benefits of This Template

• Tickets are automatically created in HubSpot whenever a task is created in Clockify, reducing the time spent on manual data entry and other repetitive tasks
• Prevent human errors such as missed ticket creation and transcription mistakes that can occur when creating tickets manually

■Workflow Steps

1. First, connect Clockify and HubSpot with 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 so that subsequent actions run only when specific conditions are met
4. Finally, configure HubSpot’s “Create a ticket” action and create a ticket using the information retrieved from Clockify

※“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, enter the Workspace ID you want to include in the integration
• With the branching feature, you can freely customize the conditions for creating tickets based on task information retrieved from Clockify
• In HubSpot’s ticket creation action, reference values such as the task name and assignee retrieved from Clockify, and configure fields such as the ticket subject and assignee as needed

■Notes

• Connect both Clockify and HubSpot with Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured workflow operations will result in an error.
• Paid plans, including the Mini plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.