Convert client intake into trackable work
Send intake details through a Notis webhook and create a Desktime project that is ready for the first concrete step.
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
New client work can slip between intake and delivery when project setup depends on manual re-entry.
- Move client work into a trackable project sooner.
- Create a starter task when intake includes a clear next action.
- Keep the project grounded in the submitted intake.
Setup
Build it in a few focused steps.
- 1Connect Notis to AnyDB and Desktime once in the portal.
- 2Create an automation in Automations, New Automation, or tell Notis the intake outcome in plain language.
- 3Describe how to create a project and optional initial task from the client details.
- 4Choose a Notis webhook trigger and where run reports go.
- 5Test with one real intake request and review the created project.
Questions about this workflow
Does AnyDB send an intake event automatically?
No AnyDB trigger events are listed. This workflow starts from a Notis webhook; the intake details must be available to the request or automation.
What happens if the intake is incomplete?
Ask Notis to create only what the available details support, such as a project without an initial task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Desktime. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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