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.
- Enter the Integrations Centre by clicking "Integrate" at the top of the board.
- Search for the Clients & Projects feature.
- Select the recipe: When status changes to something create or update client in workspace.
- If prompted, follow the authorisation steps here
- Configure the recipe.
- Configure the Item Mapping for the Client field. Currently the only supported field for Clients is the Client Name.
- Select your Clockify workspace.
- Once the recipe has been configured. Click "Add to board".
- If the recipe has been successfully added, you will see an active integration.