Review staff field categories without interrupting your planning
Keep the available data categories visible when staff onboarding or campaign planning changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Field Categories
Retrieves custom field categories.
Why this helps
Teams can lose time checking which staff data categories exist while trying to finish an onboarding or communication plan.
- Retrieve available custom field categories for review.
- Make staff data planning easier to revisit.
- Report the current returned categories without inventing missing ones.
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 field categories and summarize those relevant to your staff planning context.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and review the summary.
Questions about this workflow
Does this retrieve individual custom field values?
No. This action retrieves custom field categories. Use the separate custom fields action if you need the account's custom fields.
Can Notis determine which fields are required?
Only if that information is included in the returned data or supplied in your instructions.
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.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
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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