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Notis

Get task board context for an action follow-up

Start from the action request and gather the available Connecteam boards in the same run report.

Trigger

Webhook received

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

Action

Get Task Boards

Tool to retrieve all task boards. use after authenticating with a valid api key to list available task boards.

Why this helps

Action follow-ups slow down when operational task context is not immediately at hand.

  • Start the lookup from an HTTP request.
  • Carry request context into the report.
  • Avoid an extra manual search before following up.

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 task boards when an action follow-up 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 confirm the board list helps the follow-up.

Questions about this workflow

Does it retrieve individual tasks?

No. It retrieves the available task boards.

Can it start from an action request?

Yes. An HTTP request to the Notis webhook starts the workflow.

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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