Clockify and Keap automations

Ready-made scenarios where Clockify and Keap work for you: pick one — a copy appears in your account and runs on its own.

72 scenarios

New CRM deal, task in your task manager
Keap submissions become tasks in Clockify
New Keap projects become tasks in Clockify
Deal moves a stage in Keap — a task appears in Clockify
New lead in Keap becomes a task in Clockify
Contacts from Keap into Clockify audiences
New Keap contacts — into Clockify audiences
Personal Keap tasks flow into the team Keap
A morning digest: email, news and tasks in one message
Support email sorts itself and becomes tasks
A form request into a tracker issue
A daily overdue-tasks report in your inbox
The sprint report — it goes out to stakeholders on its own
All work accounts for a new hire from one form
Unpaid-invoice control: task and email — on their own
Candidate shortlisting, emails and screening tasks
Urgent tasks that don't stall
Turn support emails into tracker tickets automatically
Requests from Notion — into Clockify tasks with a team notice
Meeting notes — into tasks, participant emails and a summary
An invoice to the client — from one status change
Time-based invoices and missing-hours reminders in one run
Tickets prioritized by importance, tasks created for you
Release notes — ready the moment a version ships
Bug reports turned into proper tickets
A daily sprint and time-tracking report, by email
A follow-up email after a canceled meeting — automatically
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Team-capacity tracking with over-allocation alerts
Interview bookings — call, task and emails assembled automatically
A lead replies — the CRM card updates and a task lands on a rep
Polite candidate rejections sent by email, with the task closed
A daily briefing by email: tasks and meetings in one message
Contract renewal reminders: an email to the client, a task for the rep
Smart support triage with Clockify
New-issue triage: task, notification, reply to the author, and a logged row
Critical bugs from testing escalated straight to tickets and engineering chat
A daily numbers summary — to chat and email
A daily launch digest — with a task for each notable one
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
B2B prospect search and personal outreach — on autopilot
Incident response — ticket, alert, and report in seconds
Your agency's real profit — in chat every day
Website lead scoring — a task for the rep only on the strong ones
Tasks and a recap email after a meeting — from one yes
Release notes from closed tasks — published everywhere at once
Client onboarding from a single form: project, tasks, contract, channel
Content ideas from your audience's real pain points
Call summaries, tasks and follow-ups, automatically
A personal assistant in your messenger: email, calendar and tasks by voice
Change request routing: tickets, audit trail and notifications
IT tickets by voice from Telegram — straight into Clockify
Route change requests by the rules — no manual triage
A daily goals report: what's on plan and what's behind
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
Daily task summaries and a weekly report by email
Early warning for a reputation crisis
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
Tasks from your meeting recording, straight into the tracker
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
An end-of-day report — written by AI and sent for you
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
A Clockify project from a feature description — with tasks and sub-tasks
Reminders and escalation for stalled tickets
A personal assistant in your messenger: email, calendar, tasks, expenses