Review the job catalog before planning a campaign
See the available job context when planning campaigns that depend on team coverage.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Why this helps
Campaign and staffing plans can drift when the available job catalog is checked only after a promotion is already being prepared.
- Retrieve the available Connecteam job objects for review.
- Bring job context into recurring campaign planning.
- Flag missing instance information for follow-up rather than guessing.
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 jobs for the relevant instance and summarize them with upcoming campaign context.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run after confirming the scheduler or time clock instance needed for the job lookup.
Questions about this workflow
Does this create or assign jobs?
No. The listed action retrieves job objects; it does not create jobs or assign staff.
What if the instance needed for the lookup is unknown?
Provide the scheduler or time clock instance information in the instruction or resolve it before testing. The action requires a relevant instance.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Connecteam.