Know which Connecteam forms are available for staff communications
Check the forms catalog as part of planning instead of searching after a staff campaign is ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Forms
Retrieves form definitions.
Why this helps
Staff communications can mention a process or form that is hard to find when the catalog has not been reviewed recently.
- Retrieve available form definitions for a recurring review.
- Bring form context into staff communication planning.
- Surface when the Forms API prerequisite is not met.
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 form definitions and summarize what is available for staff communication planning.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Enable the Forms API before testing, then review one real run.
Questions about this workflow
Does it submit or edit forms?
No. The listed action retrieves form definitions.
What setup does the Connecteam action require?
The supplied action description says to enable the Forms API before retrieving form definitions.
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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