Create a company in Freshdesk when a client is created in Clockify

■Overview

Do you manually transfer client information managed in Clockify to Freshdesk for customer support? Besides being time-consuming, this duplicate data entry can lead to human errors such as input mistakes. With this workflow, a company is automatically created in Freshdesk whenever a new client is added to Clockify, helping automate data transfer between Clockify and Freshdesk and streamline customer management.

■Who Should Use This Template

• Those who use Clockify and Freshdesk and find duplicate customer data entry time-consuming
• Those who want to seamlessly connect client management in Clockify with support operations in Freshdesk
• Those who want to prevent manual data transfer errors and improve the accuracy of customer management

■Benefits of Using This Template

• A company is automatically created in Freshdesk simply by registering a client in Clockify, reducing the time spent manually transferring information.
• Eliminating manual data transfer reduces the risk of human errors such as input mistakes and missed registrations, helping maintain data accuracy.

■Workflow Steps

1. First, connect Clockify and Freshdesk with Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new client is created.”
3. Finally, set the Freshdesk “Create a company” action as the operation and link the client information retrieved by the trigger.

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

■Customization Options

• In the Clockify trigger settings, set the ID of the Workspace you want to include in the integration.
• When creating a company in Freshdesk, you can freely choose which fields to populate with information retrieved from Clockify, such as the client name.

■Notes

• Connect both Clockify and Freshdesk with Yoom.