Make custom fields easier to review
Put the available Connecteam fields into a recurring report alongside a prompt to check related compliance records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
Why this helps
Reviewers lose time finding the field definitions they need to understand operational records.
- Keep field definitions visible in a recurring report.
- Prompt reviews of related compliance records.
- Reduce repeated navigation to find field 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 fields and remind the team to review related compliance records in 21risk.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the returned fields are useful.
Questions about this workflow
Can it filter or page through fields?
The action supports filtering, sorting, and paging through custom fields after authentication; describe the review context in your instruction.
Does this change any field definitions?
No. It retrieves fields for 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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