Turn a client onboarding request into a DeskTime project
Give new client setup a clear home in DeskTime as soon as its context is ready.
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
Starting onboarding often means repeating client details and setting up work in a separate tracking tool.
- Create a project when onboarding context is submitted.
- Keep the kickoff work attached to the project.
- Reduce switching between client context and time tracking setup.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to use the submitted onboarding context to create a DeskTime project with an optional kickoff task.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test by sending one real onboarding example to the webhook.
Questions about this workflow
What starts the automation?
An HTTP request to the Notis webhook starts it. Your request should include the onboarding context Notis needs.
Does this workflow create a client record in DeskTime?
No. The selected action creates a DeskTime project and can include an initial task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Desktime. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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