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See the custom fields available for staff planning

Keep the current custom field inventory visible so you can plan communications with fewer context switches.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Custom Fields

Retrieves the custom fields associated with an account.

Why this helps

Planning staff updates takes longer when the fields available in Connecteam are unclear or have to be checked manually each time.

  • Retrieve the account's custom fields for a regular review.
  • Keep staff communication planning grounded in available data.
  • Surface returned field details without assuming values or requirements.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Connecteam once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, ask Notis to retrieve Connecteam custom fields and summarize which may be relevant to the staff communication context you provide.
  • 4Pick the recurring schedule and choose where run reports should go.
  • 5Test with one real run and review the field summary.

Questions about this workflow

Does this populate or change custom fields?

No. The listed action retrieves custom fields for review.

Can the workflow choose which field values to write?

No. This action does not write field values, and the workflow contract does not use field-mapping steps.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Connecteam. A trigger fires from one place; an action lands in another.

Active campaign triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Archives 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

Creates multiple user accounts.

ActionInstant

Generate Upload URL

Generates a secure, time-limited URL for uploading a file.

ActionInstant

Get Chat

Retrieves team chats and channels.

ActionInstant

Get Custom Field Categories

Retrieves custom field categories.

ActionInstant

Get Custom Fields

Retrieves the custom fields associated with an account.

ActionInstant

Get Forms

Retrieves form definitions.

ActionInstant

Get Jobs

Retrieve jobs associated with a scheduler or time clock instance.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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