Recipe - Create or Update a Client in Workspace

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

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