Plan campaign work with the right account context
Bring DeskTime work settings and timezone into recurring campaign planning summaries.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Details
View the company's account settings, work schedule, and timezone.
Why this helps
Planning notes can miss company work settings or timezone when campaign work spans schedules and teams.
- Retrieve company work settings and timezone for planning context.
- Keep campaign planning summaries grounded in account details.
- Avoid repeatedly looking up the same account information.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe how DeskTime account details should inform the campaign planning summary.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real planning example and confirm the account context is useful.
Questions about this workflow
Which account details can DeskTime provide?
The action retrieves company name, work settings, account timezone, and a timestamp.
Can the workflow change those settings?
No. This action retrieves account details for Notis to use in a planning summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Desktime. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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