Notice when the available policy type list changes
Get a prompt to review policy context when the returned list differs from the reference you maintain.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Policy Types
Retrieve the available time-off policy types.
Why this helps
A changed policy list can go unnoticed when nobody remembers to compare the current Connecteam options with the last review.
- Compare a current policy type list with a supplied prior reference.
- Flag differences for human review instead of assuming their impact.
- Include relevant ActiveCampaign staffing communication context when provided.
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 policy types, compare them with the prior reference you supply, and report differences for review.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the reference is current and complete.
Questions about this workflow
Does this know the previous policy list automatically?
No. Provide a prior reference or another available source of history. The Connecteam action description does not promise historical policy data.
Will it change any policy or staff record?
No. It retrieves policy types and reports differences only.
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.
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Creates multiple user accounts.
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Generates a secure, time-limited URL for uploading a file.
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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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