Create a DeskTime project from an incoming request
Turn a trusted system's project request into a DeskTime project setup, with an initial task when the request includes one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project with Optional Task
Tool to create a new project with an optional initial task. use when you need to set up a new desktime project programmatically.
Why this helps
New project requests can stay in intake while you manually recreate their details in DeskTime.
- Create a project in response to an HTTP request.
- Include an initial task when the request provides one.
- Reduce repeated entry during project intake.
Setup
Build it in a few focused steps.
- 1Connect DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis what project details to use from the incoming request and when to include an initial task.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real example request containing project details.
Questions about this workflow
Can the webhook request omit an initial task?
Yes. The DeskTime action supports creating a new project with an optional initial task.
Does Notis provide a project request form?
The trigger is an HTTP request. The system that sends the request must supply the details Notis needs.
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.
Create Project with Optional Task
Tool to create a new project with an optional initial task. use when you need to set up a new desktime project programmatically.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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When this happens · Trigger
Do this · Action
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