1.Receives engagement payload
Integrate Sub-Zap by Zapier and Zapier sub-zaps to map engagement inputs to the time project flow.
Create time-tracking projects for new client tax work
Automatically route client-linked time-tracking project requests across Clockify via Zapier sub-zaps. Create and name missing projects when tax engagements created, engagements flagged as amended, or amended payload receivedβso you can ensure project records, return project references, and avoid manual setup.
How this automation keeps time projects ready
When time-tracking projects are missing or mislabeled for amended tax work, billing and time entry can stall. This automation receives engagement signals, branches by amended status, and searches or creates Clockify projectsβso your team can bill faster with fewer setup steps.
Sub-Zap by Zapieror swap with your favorite app
2.Branches by amended flag
Integrate Filter by Zapier and conditional logic to route amended versus non amended tax work naming.
Filter by Zapieror swap with your favorite app
3.Searches or creates project
Integrate Clockify and time tracking tools to find a matching project or create a new billable project.
Clockifyor swap with your favorite app
4.Returns project reference
Integrate Sub-Zap by Zapier and billing coordination tools to return project name and reference for downstream actions.
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