Check available Connecteam forms during packet preparation
See which Connecteam forms already exist while preparing a related document or onboarding packet in ActiveMerge.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Forms
Retrieves form definitions.
Why this helps
Teams can waste time recreating forms when an existing Connecteam form already covers the need.
- Retrieve existing form definitions for a preparation review.
- Reduce duplicate effort when a form may already exist.
- Keep the lookup connected to the packet 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 form checks.
- 3Tell Notis to retrieve Connecteam form definitions when an ActiveMerge packet request asks for an existing form check, then summarize relevant results.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request after the forms API is enabled in Connecteam.
Questions about this workflow
Does this create or submit a form?
No. It retrieves form definitions for review.
Is there an account requirement?
The Connecteam forms API must be enabled for the account before this action can retrieve definitions.
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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