Access Practice SE + Clockify

Find clients/projects and create tasks/time entries in Clockify from newly assigned Access Practice SE tasks

When new tasks are assigned in Access Practice SE, this integration will search for the corresponding client and project in Clockify. Finally, a corresponding task and time entry will be generated in Clockify automatically.

When new tasks are assigned in Access Practice SE, this integration will search for the corresponding client and project in Clockify. Finally, a corresponding task and time entry will be generated in Clockify automatically.

  1. When this happens...
    Access Practice SEAccess Practice SE
    Task Assigned

    Triggers when a task is assigned or reassigned to a team member.

    TriggerInstant
  2. automatically do this...
    ClockifyClockify
    Find Client

    Finds a client by name on a specified workspace.

    ActionSearch
  3. then do this...
    ClockifyClockify
    Find Project

    Finds a project by name on a specified workspace.

    ActionSearch
  4. then do this...
    ClockifyClockify
    Create Task

    Creates a task on a specified project.

    ActionWrite
  5. then do this!
    ClockifyClockify
    Create Time Entry

    Creates a new time entry on a specified workspace.

    ActionWrite
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Supported triggers and actions

  • Access Practice SE triggers, actions, and search

    Task Finished

    Triggers when all tasks of a task are completed.

    Trigger
    Instant
    Try It
  • Access Practice SE triggers, actions, and search

    Client Created/Updated

    Triggers when a new client is created or updated in Access Practice SE.

    Trigger
    Instant
    Try It
    • ClientRequired

    • First NameRequired

    • Last Name

    • First and Last Name

    • EmailRequired

    • Contact ID

    • Phone Number

    • Job Title

    • Greeting

    Action
    Write
    • NameRequired

    • Client ID

    • Client ManagerRequired

    • Client Type

    • Email

    • Primary Contact - First Name

    • Primary Contact - Last Name

    • Primary Contact - First and Last Name

    • Primary Contact - Email

    • Primary Contact - Phone Number

    • Primary Contact - Job Title

    • Address Line 1

    • Address Line 2

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
access-practice-se logo
access-practice-se logo

About Access Practice SE

Access Practice SE is a workflow solution that lets you manage your client data, communication and accounting practice jobs and track their progress easily.

Related categories

  • CRM (Customer Relationship Management)
clockify logo
clockify logo

About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.
Learn more

Related categories

  • Time Tracking Software