Review Connecteam custom fields for document preparation
Check which custom staff fields exist before preparing a document that may rely on account-specific information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Custom Fields
Retrieves the custom fields associated with an account.
Why this helps
Document preparation slows down when teams do not know which custom details are available in their staff records.
- See available custom fields before relying on them in a document process.
- Reduce assumptions about account-specific staff data.
- Keep the field review tied to the originating request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for custom field review.
- 3Tell Notis to retrieve Connecteam custom fields when an ActiveMerge document request asks which staff details are available, then summarize the results.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request after authenticating the Connecteam account.
Questions about this workflow
Does this retrieve staff values?
No. It retrieves custom field definitions associated with the account, not user-specific values.
Can Notis assume a field exists?
No. The workflow should rely on the returned definitions and report when a requested detail is unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Connecteam. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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