Start tracking client work as soon as the request arrives
Turn a CRM request into a clear start to the workday, with time tracking on the right project and task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Start Project Task
Start tracking time on a project or task, stopping any previous tracking.
Why this helps
A request can be accepted in CRM and then forgotten while someone switches apps to find the right DeskTime project and start the timer.
- Cut the delay between accepting work and tracking it.
- Keep incoming work tied to the project and task named in the request.
- Reduce app switching at the start of a client task.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DeskTime once in the Notis portal.
- 2Create an automation and tell Notis to start tracking the specified DeskTime project and optional task from a work request.
- 3Pick the Notis webhook trigger and provide its URL to the system that will send the request.
- 4Choose where run reports should go, then test with one real request for an existing DeskTime project.
Questions about this workflow
Does this create a new DeskTime project?
No. This workflow starts a task on a specified project. Use an existing DeskTime project and include its identifying details in the request.
What if the request does not identify a project?
The automation needs enough information to identify the intended project and optional task. Supply those details in the request or the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Desktime. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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