Bring field definitions into checklist review
A request can start a field lookup that gives your checklist review more operational context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Checklist reviews take longer when reviewers must search separately for field definitions.
- Start the lookup directly from a request.
- Include custom field context in the run report.
- Reduce context switching during checklist review.
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 relevant Connecteam custom fields when a checklist review request arrives and include the request context in the report.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and verify the field context is helpful.
Questions about this workflow
Can Notis filter the fields?
The action supports filtering, sorting, and paging after authentication. Describe the intended review in your instruction.
Does this edit the checklist?
No. It retrieves field definitions to support 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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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