Start tracking client work from an Affinda invoice
When an invoice signals a new engagement, let Notis carry the details into a DeskTime project setup and keep the next step clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project with Optional Task
Create a project, optionally with an initial task.
Why this helps
New client work can sit untracked while founders switch between document review and project setup.
- Reduce retyping between document processing and time tracking.
- Create a clear place to track approved client work.
- Keep project setup tied to the invoice review step.
Setup
Build it in a few focused steps.
- 1Connect Affinda and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice-to-project setup.
- 3Tell Notis to review the incoming Affinda invoice data and create a DeskTime project with an optional initial task only when the invoice indicates approved new work; request missing details instead of guessing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice example and confirm the created project details.
Questions about this workflow
Does Affinda start this from a built-in trigger?
No. Affinda exposes no trigger events here, so the workflow starts from a Notis webhook HTTP request.
Will every parsed invoice create a project?
The instruction can ask Notis to create one only when the invoice indicates approved new work. It should ask for missing context instead of inferring it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Desktime. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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