Create a DeskTime renewal project from an Agencyzoom review
Keep renewal work visible by turning an Agencyzoom review into a project your team can track in DeskTime.
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
Renewal follow-ups can get lost between client records and the work needed to complete them.
- Give renewal follow-up work a dedicated place to track time.
- Reduce manual setup after reviewing renewal records.
- Keep the project name and task tied to the 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 renewal records and create a DeskTime project with an initial task for the follow-up work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal example and confirm the project details.
Questions about this workflow
Does Agencyzoom provide a trigger for this workflow?
No. Agencyzoom has no listed trigger events here, so this workflow starts on a Notis schedule.
Can Notis create a task as well as a project?
Yes. The selected DeskTime action supports creating a project with an optional 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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