Keep forms visible during documentation reviews
Get a recurring list of Connecteam forms with a prompt to review related 21risk documentation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
Form inventories become easy to overlook when documentation reviews are already competing for attention.
- List available form definitions in a recurring report.
- Prompt a review of related documentation.
- Avoid searching manually for the forms inventory.
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 form definitions and remind the team to review related 21risk documentation.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and verify the returned forms are useful.
Questions about this workflow
Does this retrieve completed form submissions?
No. The available action retrieves form definitions.
Can this certify that documentation is compliant?
No. It provides an inventory 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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Get Forms
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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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