Review the jobs tied to an ActiveMerge shift request
Bring the requested scheduling context together with Connecteam's jobs for the specified scheduler or time clock instance.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Why this helps
A shift request may be difficult to act on when the relevant jobs for its scheduling instance are not at hand.
- Retrieve jobs relevant to the supplied instance.
- Keep scheduling research attached to the request that prompted it.
- Make a review easier before a human handles shift assignments.
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 shift request review.
- 3Tell Notis to retrieve Connecteam jobs for the instance ID included in an ActiveMerge shift request and summarize the relevant results.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request that includes a confirmed scheduler or time clock instance ID.
Questions about this workflow
What must the request include?
It must include the relevant Connecteam instance ID. The action retrieves jobs relevant to that specific instance.
Will it assign a job or shift?
No. It retrieves job objects for review; it does not make schedule assignments.
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
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Retrieves custom field categories.
Get Custom Fields
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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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