Start campaign planning with a current team roster
Bring employee roles and statuses into a regular workload planning review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Company Employees
View the company's employee roster, roles, and statuses.
Why this helps
Assigning campaign work from an outdated roster can create avoidable follow-up and confusion.
- Retrieve employee roles and statuses on a schedule.
- Use current roster context in workload discussions.
- Reduce manual roster lookups before campaign planning.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the DeskTime company roster and summarize roles and statuses for workload planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the roster information returned.
Questions about this workflow
Does this action show employee time tracking?
This action lists employees, including their roles and statuses. Use a different employee data action for tracking data.
Does the roster tell Notis who has capacity?
No. It provides roles and statuses, not a workload or availability baseline. Supply the capacity rules you want Notis to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Desktime. A trigger fires from one place; an action lands in another.
Active campaign triggers
Desktime actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Project with Optional Task
Create a project, optionally with an initial task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Details
View the company's account settings, work schedule, and timezone.
Get All Company Employees
View the company's employee roster, roles, and statuses.
Get Employee
Retrieves one employee’s information and tracking data for a date, or the current user’s data.
Get Employee Projects
View an employee's project assignments and time tracking for a date.
Get Employee Apps
Retrieves an employee’s tracked app usage for a date, or the current user’s data.
Get Employee Projects and Apps
View an employee's daily work, attendance, and productivity summary.
Get Projects List
View all active company projects and their tasks.
Connect any two apps with Notis in the middle.
Active campaign and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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