Keep custom field categories visible for record reviews
See the available Connecteam categories in a recurring report when your team reviews its record practices.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
Why this helps
Record reviews get delayed when category structure is unclear or out of sight.
- Make available categories easy to review.
- Prompt regular attention to record practices.
- Reduce time spent navigating Connecteam for category context.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Connecteam custom field categories and remind the team to review related record practices in 21risk.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the inventory is relevant.
Questions about this workflow
Does this retrieve individual field values?
No. It retrieves custom field categories.
Does this assess whether records meet compliance rules?
No. It provides category context to support a human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Connecteam. A trigger fires from one place; an action lands in another.
21risk triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
21risk and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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