Metabrain
MetaPipe
MetaHub
Pipedrive 
HubSpot 
Make & Integrations 
Company Brains (MCP) New client work in Pipedrive creates matching Clockodo projects automatically. Recorded hours become monthly PDF reports that clients receive alongside their invoices.
What was built
- Create Clockodo projects and the required parts of each project from new client work.
- Collect recorded hours for the monthly billing period.
- Show daily hours, activity totals and charts in the time report.
- Separate billable time from work provided free of charge.
- Attach reports to the Pipedrive billing record and send them with invoices.
- Alert the team when a report or project creation needs attention.
Recently touched
- 2025-08-13 review financing automation requirements and provide feedback Done
- 2025-08-11 Bexio Integration - Updates v2 Done
- 2025-07-25 Update with logic of building reports FOR Bexio Integration - Updates v2 Done
- 2025-07-25 [v2.1] Developmen Integration from the Microsoft Excel 365 to Google Spreadsheets Done
- 2025-07-17 [No Need To do] Clockodo: pre-check hours Done
Other projects in this case study
Billing and Reporting Support
This project maintains the monthly billing and time reporting process. It keeps invoice details consistent between Pipedrive and Bexio and adjusts Clockodo reports when billing requirements change.
Read case studyBexio Billing Automation
The team can prepare invoices from Pipedrive without copying client details into Bexio. Payments update the sales record automatically, and supplier bills stay linked to the client they belong to.
Read case studyPipedrive Onboarding
The law firm manages new enquiries, active client work and billing in Pipedrive. Client and billing details are kept ready for the automatic setup of time tracking and invoices.
Read case study