Create new Clockify clients from new Roll companies
Whenever a new company is added in the Roll app, instantly create a matching client record in Clockify using this workflow. It seamlessly links the two platforms, making data management easier and more efficient. With this automation setup, you don't need to manually import or export company details, allowing you to focus more on your tasks and less on administrative work.
Whenever a new company is added in the Roll app, instantly create a matching client record in Clockify using this workflow. It seamlessly links the two platforms, making data management easier and more efficient. With this automation setup, you don't need to manually import or export company details, allowing you to focus more on your tasks and less on administrative work.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Client
Creates a client on a specified workspace.
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New Company
Triggers when a new company is created.
Try ItNew Task
Triggers when a new task is created.
Try ItCompany NameRequired
Primary Contact First Name
Primary Contact Last Name
Phone
Mobile
Email
Website
Address Line 1
Address Line 2
City / Town
State / Region
Postcode / Zip
Country
EmployeeRequired
ProjectRequired
Time DateRequired
Time Notes
Time (In Hours)Required
Rate