Include Connecteam account details in a weekly workflow review
Give your weekly review a reliable reference for the connected Connecteam account while you check document and template workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Me
Retrieves the authenticated account’s company name and ID.
Why this helps
Recurring workflow reviews lose time when basic account context has to be found again each week.
- Retrieve the authenticated account's company name and ID on a schedule.
- Keep a consistent account reference in recurring reviews.
- Reduce repeated context gathering.
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 the weekly review.
- 3Tell Notis to retrieve the authenticated Connecteam company name and ID and include them in the recurring review of ActiveMerge document workflows.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Run one real example and confirm the report shows the expected account details.
Questions about this workflow
Does the action retrieve documents from ActiveMerge?
No. This action retrieves Connecteam account information. The review can include only ActiveMerge context supplied to Notis or otherwise available in the request.
Can I choose how often it runs?
Yes. Select a recurring schedule in the Notis automation setup.
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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