See which active DeskTime projects need a CRM follow-up
Get a scheduled overview of active DeskTime projects alongside the CRM context you provide, so delivery handoffs do not disappear in the backlog.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects List
View all active company projects and their tasks.
Why this helps
Founders can lose track of whether active delivery projects still need a sales or customer follow-up in CRM.
- Get active DeskTime projects into a regular review.
- Surface possible follow-ups using CRM context provided to Notis.
- Keep the review in a chosen report channel.
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 retrieve active DeskTime projects and compare them with the CRM context you provide.
- 3Pick a recurring Notis schedule as the trigger.
- 4Choose where run reports should go, then test with one real project example and relevant CRM context.
Questions about this workflow
Can this automatically match DeskTime projects to all Agile CRM records?
The listed DeskTime action retrieves active projects. Any CRM records or matching context needed for comparison must be available to Notis and should be named in the instruction.
What does the scheduled run do?
It retrieves the active DeskTime project list and summarizes it against the CRM delivery context supplied for the workflow. It does not update CRM records.
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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