Clockify + SmartOffice

Add new Clockify projects to SmartOffice as activities

Effortlessly manage your workflow between Clockify and SmartOffice with this automation. Whenever a new project is initiated in Clockify, this workflow will add an activity in SmartOffice without any manual effort, ensuring seamless project management and enhanced productivity. This automation makes it easy to track your project progress right from the start, thus providing a clear and efficient work structure.

When this happens...
New Project
Triggers when a new project is added to a workspace.
TriggerPolling
automatically do this!
Add Activity
Adds an Activity to the SmartOffice Calendar
ActionWrite

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Supported triggers and actions

- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- Project
- Task
- Tags
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- WorkspaceRequired
- Client nameRequired
Action
Write

- WorkspaceRequired
- Tag nameRequired
Action
Write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Write

- WorkspaceRequired
- Client nameRequired
Action
Search
- WorkspaceRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- WorkspaceRequired
- Client nameRequired
Action
Search or write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Search or write
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Search or write
New Contact
Triggers when a contact is created in SmartOffice.
Trigger
Instant
Try It
- SubjectRequired
- Description
- Location
- Keywords
- Start TimeRequired
- End TimeRequired
- Primary Contact E-mail
- Participant E-mail
- Type
- Sub-Type
- Task
- All day
- Priority
- Status
- Custom Fields
Action
Write
- Last NameRequired
- First Name
- Middle Name
- Title
- Greeting
- Source
- Sub-Source
- Birth Date
- Preferred Communication
- Gender
- Marital Status
- # of Children
- E-Mail Type
- E-Mail
- Nationality
- Agent Status
- Primary Language
- Tobacco Use
- Driver License #
- Driver License State
- Driver License Expiration Date
- Salary
- SS # (Social Security Number)
- Tax
- Total Income
- Net Worth
- Job Title
- Occupation
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Contact Type
- Last Name (Key Relation)
- First Name (Key Relation)
- Middle Name (Key Relation)
- Gender (Key Relation)
- Marital Status (Key Relation)
- E-mail Type (Key Relation)
- E-mail (Key Relation)
- Line 1 (Key Relation)
- Line 2 (Key Relation)
- City (Key Relation)
- State (Key Relation)
- Country (Key Relation)
- ZIP/Postal Code (Key Relation)
- Phone Type (Key Relation)
- Full Phone Number (Key Relation)
- Relationship
- Set Name
- Type
- Sub-Type
- Custom Fields
Action
Write
- Lead TypeRequired
- StageRequired
- StatusRequired
- Campaign Name
- Last NameRequired
- First Name
- Middle Name
- Suffix
- Greeting
- Title
- Gender
- Employer
- Job Title
- Source
- Sub-Source
- Birth Date
- Age
- Tobacco Use
- Phone Type
- Full Phone Number
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Remarks
- SS#/Tax ID
- Potential
- Score
- Leads Follow-up
- Language
- Action
- Marital Status
- Occupation
- Salary
- Tax
- Distribution Type
- Priority
- Qualified
- Custom Fields
Action
Write
- SubjectRequired
- Start DateRequired
- End DateRequired
Action
Write

- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Write
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Write
- WorkspaceRequired
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Description
- Billable
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Project NameRequired
Action
Search
- WorkspaceRequired
- Tag NameRequired
Action
Search
- WorkspaceRequired
- Description
- Time Entry Started After
- Time Entry Ended Before
- Project
- Task
- Tags
Action
Search
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Search or write
- WorkspaceRequired
- Tag nameRequired
Action
Search or write
- WorkspaceRequired
- Description
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Billable
Action
Search or write
Update Contact
Triggers when a contact is updated in SmartOffice.
Trigger
Instant
Try It
- Business NameRequired
- Abbreviation
- Source
- Sub-Source
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Last Name (Primary Contact)
- First Name (Primary Contact)
- Middle Name (Primary Contact)
- E-mail Type (Primary Contact)
- E-mail (Primary Contact)
- Line 1 (Primary Contact)
- Line 2 (Primary Contact)
- City (Primary Contact)
- State (Primary Contact)
- Country (Primary Contact)
- ZIP/Postal Code (Primary Contact)
- Phone Type (Primary Contact)
- Phone (Primary Contact)
- Role (Primary Contact)
- Type
- Sub-Type
- DBA
- # of Employees
- Revenue
- Established On
- Tax
- Fiscal Year
- Segment
- SIC
- County
- Industry
- Business Class
- Income
Action
Write
- DescriptionRequired
- Keyword
- Category
- Post URL Only
- URL
- MIME Type
- Contact E-mail
- Private
- Advice
Action
Write
- NotesRequired
- Memo Date
- Keywords
- Contact E-mailRequired
Action
Write

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

About SmartOffice

SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Clockify + SmartOffice

Add new Clockify projects to SmartOffice as activities

New Client

New Tag

New Time Entry

New Workspace

Create Client

Create Tag

Start Timer

Find Client

Find Running Timer

Find Task

Find or create client

Find running time entry or start a new time entry

Find or create task

New Contact

Add Activity

Add Contact

Add Lead

Delete Activity

New Project

New Task

New Timer Started

Create Task

Create Project

Create Time Entry

Stop Timer

Find Project

Find Tag

Find Time Entry

Find or create project

Find or create tag

Find or create time entry

Update Contact

Add Business

Add Document

Add Note

About Clockify

Related categories

About SmartOffice

Related categories

Similar apps

Zapier Interfaces