Keep time-off policy context easy to find
Make policy reference checks part of planning, so they do not become a last-minute search.
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
Staffing and campaign plans can require policy context, but finding the current time-off policy types often means switching tools mid-task.
- Retrieve available time-off policy types on a schedule.
- Keep policy reference information in a regular report.
- Avoid assuming policy details that are not returned by Connecteam.
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 time-off policy types and summarize the available reference information.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and review the policy summary.
Questions about this workflow
Does this create time-off requests?
No. The listed action retrieves policy types only.
Can it determine which policy applies to a person?
Only if the connected data and your instruction provide enough information. Do not rely on inferred eligibility or missing policy details.
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.
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Generates a secure, time-limited URL for uploading a file.
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Retrieves team chats and channels.
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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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