Ground pipeline reviews in your DeskTime account settings
Include the DeskTime account context that helps frame recurring time and pipeline reviews, such as timezone and work settings.
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
Time reviews can be confusing when account timezone and work settings are not top of mind.
- Retrieve company name, work settings, account timezone, and timestamp.
- Keep recurring reports grounded in the connected account context.
- Reduce confusion when reviewing date-based tracking.
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 DeskTime account details and include relevant account context with the scheduled Affinity pipeline review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review run and confirm the account context is reported accurately.
Questions about this workflow
Does this action validate credentials?
The action is described for retrieving details after confirming the API key is valid. Notis should report if it cannot retrieve the account details.
Does this workflow change DeskTime settings?
No. It retrieves account details for the report and does not change settings.
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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