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Notis

See your Connecteam schedulers in a regular planning digest

Bring the scheduler inventory into a predictable review instead of searching for it when planning gets busy.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Schedulers

Retrieve the job schedulers associated with the account.

Why this helps

Planning can stall when campaign work and scheduler setup are tracked in different places and the current scheduler list is easy to forget.

  • Receive a recurring inventory of available schedulers.
  • Review scheduler context alongside ActiveCampaign planning.
  • Reduce time spent navigating to find basic account setup.

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 the Connecteam schedulers and summarize the inventory for planning.
  • 4Pick the recurring schedule and choose where run reports should go.
  • 5Test with one real run and review the digest.

Questions about this workflow

Does the digest include shift assignments?

No. The listed action retrieves schedulers, not shift assignments.

Can Notis compare the inventory with campaign plans?

You can ask Notis to use available ActiveCampaign context, but provide any planning rules or staffing assumptions that are not stored in the connected apps.

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.

TriggerScheduled

Archive Users

Archives users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Creates multiple user accounts.

ActionInstant

Generate Upload URL

Generates a secure, time-limited URL for uploading a file.

ActionInstant

Get Chat

Retrieves team chats and channels.

ActionInstant

Get Custom Field Categories

Retrieves custom field categories.

ActionInstant

Get Custom Fields

Retrieves the custom fields associated with an account.

ActionInstant

Get Forms

Retrieves form definitions.

ActionInstant

Get Jobs

Retrieve jobs associated with a scheduler or time clock instance.

ActionInstant

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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