Give every new HubSpot contact a place to track the work
A new contact can mean research, outreach and follow-up. Create a DeskTime project as soon as the contact enters HubSpot, so the work has somewhere to go.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Follow-up work gets scattered across tasks and calendars, making it hard to see how much time each new relationship takes.
- Create a consistent place to track work for new relationships.
- Reduce manual setup after a contact is added.
- Make follow-up effort easier to review in DeskTime.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how a new contact should lead to a DeskTime project.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the created project.
Questions about this workflow
Does this create a project for every new contact?
It runs when the selected HubSpot Contact Created trigger fires. Tell Notis in your instruction which contacts should get projects if you need a specific rule.
Can Notis decide the project name?
Describe the naming outcome in plain language. The automation uses the information available from the trigger; provide any naming details that HubSpot does not supply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Desktime. A trigger fires from one place; an action lands in another.
Hubspot 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.
Get Account Details
Tool to retrieve detailed information about the authenticated user's company account. use after confirming the api key is valid to fetch company name, work settings, account timezone, and timestamp.
Contact Created Trigger
Contact Created Trigger
Get All Company Employees
Tool to list all employees in the company, including their roles and statuses. use after confirming valid credentials to fetch the organization’s roster.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Employee Data
Tool to fetch data for all employees within the company. use after verifying the api key is valid.
Get Employee Projects
Tool to retrieve information about projects assigned to employees, including project names, durations, and statuses. use when you need to fetch per-employee project tracking data for a specific date.
Get Employee Projects and Apps
Tool to retrieve an employee's tracked projects and application usage. use when you need combined project/app time data for a given employee and date (defaults to current user and today). example: "get projects and apps for employee 711867 on 2025-07-28."
Get Projects List
Tool to retrieve all active projects for the company, including related tasks. use when you need projects overview after authentication.
Ping DeskTime API
Tool to check the api's availability and confirm the service is operational. use when you need to verify that the desktime api is reachable and responsive.
Connect any two apps with Notis in the middle.
Hubspot and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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