Give new customer onboarding a tracked starting point
A new account often means a sequence of follow ups. Put the onboarding work in DeskTime as soon as the account is created.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Customer onboarding setup is easy to postpone when account creation creates more admin work.
- Create a tracking home for new customer onboarding.
- Add a first task to make the next step easier to pick up.
- Keep account creation connected to the operational work it starts.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis when a new account should start onboarding work and what first task to include.
- 4Pick Account Created or Updated, choose a report channel, and test with one real account.
Questions about this workflow
Does the account event fire only for new accounts?
It fires when an account is created or updated. Describe in the prompt that project creation should happen only for newly created accounts.
Can the project include our onboarding checklist?
The action supports an optional initial task. Describe a suitable first task in the prompt; the listed action does not create a multi task checklist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Desktime. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Employee Data
Tool to fetch data for all employees within the company. use after verifying the api key is valid.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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."
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Projects List
Tool to retrieve all active projects for the company, including related tasks. use when you need projects overview after authentication.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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