Find the DeskTime project behind an incoming email
Quickly see whether an email's project reference matches an active DeskTime project, with the result returned in a run report.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Projects List
Tool to retrieve all active projects for the company, including related tasks. use when you need projects overview after authentication.
Why this helps
Project names in email can be hard to reconcile with the active project list when you are moving between conversations.
- Check active DeskTime projects in response to a relevant new message.
- Surface matching project names and related tasks for quick review.
- Avoid creating or starting work against a guessed project.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis to check active DeskTime projects when a message references project work and report likely matches.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real email that mentions an active project.
Questions about this workflow
Does this create a project when no match exists?
No. It retrieves the active projects list and reports matches. Creating a project requires a separate setup decision.
Will it know that two different names refer to the same project?
It can compare the email with returned project information, but ambiguous references should be reported for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Desktime. A trigger fires from one place; an action lands in another.
Agent mail triggers
Desktime actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Email Received
Trigger for new emails in an AgentMail inbox
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Get Projects List
Tool to retrieve all active projects for the company, including related tasks. use when you need projects overview after authentication.
Ping DeskTime API
Tool to check the api's availability and confirm the service is operational. use when you need to verify that the desktime api is reachable and responsive.
Connect any two apps with Notis in the middle.
Agent mail and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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