See which open deals may need a project check
Bring your active deal context and DeskTime project overview into one scheduled review to spot follow-up gaps sooner.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects List
View all active company projects and their tasks.
Why this helps
Open opportunities can lose momentum when project activity and pipeline review happen in separate routines.
- Surface open deals that may lack a corresponding active project.
- Reduce separate manual checks across deal and time tracking tools.
- Receive a concise review on a predictable schedule.
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 retrieve active DeskTime projects and compare them with open Affinity deal context, reporting only apparent gaps and uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pipeline review and confirm the report distinguishes missing matches from uncertain ones.
Questions about this workflow
Does the workflow create projects for open deals?
No. It retrieves the DeskTime projects list and reports possible gaps for review. It does not create a project.
Can it prove that a deal has no project?
Only if the available deal and project information supports a reliable comparison. The report should call uncertain matches out rather than treat them as confirmed gaps.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Desktime.