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Notis

Close out tracked work when a sales task is done

Finish the Salesforce task and let Notis stop the corresponding DeskTime timer, so there is one less cleanup step.

Trigger

Task Created or Completed

Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

Action

Stop Project Task

Tool to stop tracking time for a specified project and optional task. use when you have finished work and need to record end time.

Why this helps

Timers keep running when updating a sales task is the last thing on someone's mind.

  • Reduce forgotten running timers after sales work.
  • Connect task completion with a timer stop instruction.
  • Keep the wrap up step close to the work record.

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 completed Salesforce task should stop a matching DeskTime project task timer.
  • 4Pick Task Created or Completed, choose a report channel, and test with one real completed task.

Questions about this workflow

Will every completed Salesforce task stop a timer?

The trigger can fire when a task is created or its status changes to Completed. Specify in your prompt which completed tasks should stop tracking.

How does Notis know which DeskTime task to stop?

Describe how to identify the matching project and task using available Salesforce task details and DeskTime context. If the information needed to identify a match is unavailable, provide that matching rule or required context.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Get Employee Data

Tool to fetch data for all employees within the company. use after verifying the api key is valid.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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."

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get Projects List

Tool to retrieve all active projects for the company, including related tasks. use when you need projects overview after authentication.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

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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