See the task boards available for campaign preparation
Get a quick view of existing team task boards as you prepare campaigns, so operational work is easier to locate and coordinate.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Task Boards
Retrieve the task boards in the account.
Why this helps
Campaign tasks can get lost when teams do not know which boards already exist or where operational work is organized.
- List existing task boards for campaign coordination.
- Reduce time spent searching for the right operational workspace.
- Keep board inventory distinct from assumptions about tasks or ownership.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Connecteam once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3Describe the campaign planning context and ask for a concise task board inventory.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real example and review the boards returned.
Questions about this workflow
Does this workflow create tasks?
No. The available action lists task boards; it does not create tasks or assign owners.
Can it identify which board a campaign should use?
It can summarize returned board details against guidance you provide, but the right destination depends on your team's process.
Will it show all task details?
The listed action retrieves task boards. It does not specify that it retrieves tasks inside each board.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Connecteam. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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