Bring available team indicators into your campaign review
See which operational indicators Connecteam exposes before you plan what to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Performance Indicators
Retrieve the available performance indicators.
Why this helps
A campaign review can miss useful team context when indicator availability is scattered across tools and checked only on demand.
- Retrieve the list of available performance indicators.
- Review indicator availability alongside campaign context.
- Avoid reporting metric values that the action does not retrieve.
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 performance indicators and summarize which may be relevant to the campaign review context you provide.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the report describes available indicators rather than metric results.
Questions about this workflow
Does this return performance results?
The listed action retrieves available performance metric indicators, not performance values or trends.
Can Notis decide which metrics matter?
You can provide your review goals and ask for possible relevance, but the workflow should distinguish suggestions from confirmed metric results.
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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