Recipe - When status changes to something create or update client in workspace

 

Recipe:

When status changes to something create or update client in workspace

 

This recipe creates or updates a client in a Clockify Workspace.

If a client already exists with the same name, this item will update the existing client with any future changes.

 

  1. Visit the integration centre on the top right-hand side of your board.


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  2. Select the Clients & Projects feature.

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  3. Select the recipe: When status changes to something create or update client in workspace.

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  4. If prompted, follow the authorisation steps here

  5. Configure the recipe.

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  6. Select your status column
  7. Select your trigger
  8. Configure the Item Mapping for the Project field. Project Name is a required field. If no project name is provided, the integration will attempt to create a new project with the Item ID as the project name.

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    Project Name - The name of the project in Clockify.
    Note - Projects notes associated with the project.
    Assigned Users - The users that should be able to view and track time against the project. This accepts a Dropdown to Text column.
    Billable - If time tracked should be marked as Billable by default. This accepts True/False or Billable/Non Billable.
    Public - If the project is available for all users in your account to view and track time against. This accepts True/False or Public/Private.

  9. Configure the Item Mapping for the Client field.

    Currently the only supported field for Clients is the Client Name.

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  10. Select your Clockify workspace.

  11. Once the recipe has been configured. Click "Add to board".

  12. If the recipe has been successfully added, you will see an active integration.

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For further assistance, please contact support@luxie.tech or submit a ticket