Give every won deal a ready-to-track DeskTime project
Move a deal into delivery with a project and kickoff task ready for the team to track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project with Optional Task
Create a project, optionally with an initial task.
Why this helps
Won deals can sit in CRM while someone still needs to create a project and remember to start tracking delivery work.
- Reduce the handoff from sales to delivery.
- Create a consistent project starting point from deal details.
- Keep kickoff work ready to track in DeskTime.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DeskTime once in the Notis portal.
- 2Create an automation by telling Notis the project and kickoff task to create from a won-deal request.
- 3Pick the Notis webhook trigger and provide its URL to the system that will send the deal request.
- 4Choose where run reports should go, then test with one real deal example.
Questions about this workflow
Does Agile CRM have a native trigger in this workflow?
No. Agile CRM exposes no trigger events here. The workflow starts when a Notis webhook receives an HTTP request containing the deal information.
Can the workflow create a kickoff task too?
Yes. DeskTime's create project action supports an optional initial task. Include the desired task in the incoming request or 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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