Turn approved deals into trackable projects
Give newly approved work a DeskTime home and an optional first task, based on the deal details Notis can access.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project with Optional Task
Create a project, optionally with an initial task.
Why this helps
New work can begin before anyone creates a project to track its time and tasks.
- Reduce manual project creation after deal approval.
- Start tracking approved work with an optional initial task.
- Use a scheduled check to catch qualifying deals.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create a DeskTime project with an optional initial task for Affinity deals that meet your explicit approval criteria, avoiding duplicates when a match is clear.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real approved deal and verify the project details and any initial task.
Questions about this workflow
Will the workflow create a project as soon as a deal changes?
No Affinity trigger events are listed. The workflow checks on the schedule you choose.
How should it handle possible duplicate projects?
Tell Notis to check for a clear existing match before creating a project and report uncertain cases for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Desktime. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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