1.Detect new client engagement record
Integrate HubSpot to watch new custom object client engagement records and trigger time tracking setup.
Create client and project with timers from engagement entry
Automatically detect client engagement record creation across HubSpot and time tracking tools. Create and update the matching Clockify client and projects so consultants can start timers and billing stays accurate without manual onboarding and follow-up.
How this automation accelerates project setup for billing
When client engagement records are created, delays can stall time tracking and confuse billing context. This automation waits for HubSpot fields, maps tax-year codes, and creates or finds Clockify clients and projectsβso your team can start timers with correct project context.
HubSpotor swap with your favorite app
2.Wait one minute for saved fields
Integrate Delay by Zapier and workflow timing tools to pause 1 minute to ensure HubSpot fields finish saving.
Delay by Zapieror swap with your favorite app
3.Retrieve engagement by engagement ID
Integrate HubSpot to find the engagement record by engagement ID and map engagement fields to outputs.
4.Lookup and normalize tax year
Integrate Formatter by Zapier and lookup tables to map tax year to a tax-year code for project inputs.
Formatter by Zapieror swap with your favorite app
5.Search or create Clockify client mapping
Integrate Clockify and client lookup matching to search by identifier and create a new client mapping when missing.
Clockifyor swap with your favorite app
6.Create projects in sub-workflow
Integrate Sub-Zap by Zapier and project templates to create one or more projects and pass client and service context.
Sub-Zap by Zapieror swap with your favorite app
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Accelerate client billing with automated time capture, invoice routing, and hours tracking
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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