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Get smart group context for a review request

Start with an HTTP request and bring Connecteam group context into the same run report as the review question.

Trigger

Webhook received

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

Action

Get Smart Groups

Tool to retrieve all smart groups associated with the account. use when you need to list all smart groups after authenticating with a valid api key.

Why this helps

Review requests often stall while someone searches for the relevant team group context.

  • Start a group lookup from an HTTP request.
  • Carry review context into the run report.
  • Avoid a separate manual search for group information.

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 smart groups when a 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 check that the group context is useful.

Questions about this workflow

Does the lookup return group membership details?

The listed action retrieves smart groups; membership details are not specified.

Does it route or assign a 21risk action?

No. It returns group context in the run report.

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.

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

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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