Check active DeskTime projects during an Agencyzoom follow-up review
See the current project list while reviewing client follow-ups, so planned work has a place to land.
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
Follow-up planning can stall when it is unclear whether a suitable tracking project already exists.
- Retrieve active DeskTime projects during a regular follow-up review.
- Reduce duplicate project setup.
- Make project availability part of the same review context.
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 review the supplied Agencyzoom follow-up context and retrieve active DeskTime projects for relevant work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real follow-up example and review the report.
Questions about this workflow
Can Notis determine whether a project is a match?
Notis can analyze the returned active project list against the context supplied, but the workflow should report uncertainty where the match is unclear.
Does this action change DeskTime projects?
No. Get Projects List retrieves active projects and related tasks.
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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