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

■Overview

After registering a new client in Clockify, do you also manually enter the company information in Freshdesk? This duplicate data entry is not only time-consuming but can also lead to input errors and missed registrations. With this workflow, creating a client in Clockify automatically creates the corresponding company in Freshdesk, eliminating the hassle of this integration work and streamlining data management.

■Who Should Use This Template

• Anyone who uses both Clockify and Freshdesk and finds manual client data entry time-consuming
• Project managers who want to accurately connect client management and customer support information
• Anyone looking to automate data transfers between tools and improve overall team efficiency

■Benefits of Using This Template

• A company is automatically created in Freshdesk when you add a client to Clockify, reducing the time spent manually transferring data.
• With no manual data entry required, you can prevent human errors such as company name typos and missed registrations.

■Workflow Steps

1. First, connect Clockify and Freshdesk to Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new client is created.”
3. Finally, select Freshdesk as the operation, set the action to “Create a company,” and map 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, specify the Workspace ID you want to include in the automation.
• By adding branching to the operations, you can set conditions such as creating a company in Freshdesk only when a specific client is created.
• In the Freshdesk “Create a company” action, you can freely map information retrieved from Clockify, such as the client name, to any field in Freshdesk.

■Notes

• Make sure to connect both Clockify and Freshdesk to Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured workflow operation 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 restricted.