Know which team forms are ready before campaign events
Review the forms your team already has before an event or campaign, then spot gaps against the information you say the team needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Forms
Retrieves form definitions.
Why this helps
Teams can lose time rebuilding information requests because nobody has a clear view of the forms already available.
- List existing Connecteam form definitions for review.
- Compare returned form information with event requirements you provide.
- Reduce duplicate form planning and last-minute searching.
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 event requirements and ask for a summary of relevant existing forms and gaps.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real example and confirm the forms API is enabled in your account.
Questions about this workflow
Does this workflow submit forms?
No. The listed action retrieves form definitions; it does not submit responses or create forms.
What account requirement applies?
The forms API must be enabled before the action can retrieve definitions.
Can it decide what information an event needs?
You provide the event requirements. Notis can compare them with the form definitions returned by Connecteam.
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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