See the DeskTime team roster during agency planning
Bring current employee roles and statuses into agency planning without a separate manual roster lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Company Employees
View the company's employee roster, roles, and statuses.
Why this helps
Planning follow-up work can be slowed by an outdated view of who is on the team and their status.
- Retrieve company employees with their roles and statuses.
- Add roster context to a scheduled planning review.
- Reduce separate lookups when planning agency work.
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 planning context and retrieve the DeskTime employee roster.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real planning example and review the roster report.
Questions about this workflow
Does the roster action include tracking data?
No. It lists company employees, including their roles and statuses. Use an employee data action for tracking details.
Can this run when an Agencyzoom event occurs?
Agencyzoom has no trigger events listed here, so this workflow starts on a Notis schedule.
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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