Keep task board context close to campaign operations
Know which task boards are available when preparing the next campaign or staff communication.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Task Boards
Retrieve the task boards in the account.
Why this helps
Campaign coordination can get interrupted by a separate search for the team's current task boards.
- Retrieve available task boards for a recurring operational review.
- Keep campaign planning context and team board inventory together.
- Avoid guessing at board ownership or task status.
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 task boards and summarize those relevant to the campaign operations context you provide.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and review the returned boards.
Questions about this workflow
Does this create tasks or update boards?
No. The listed action retrieves task boards.
Can it report tasks on each board?
The provided action retrieves boards, not task details. Do not assume task-level information is available.
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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