Review the job catalog behind campaign staffing plans
See the jobs available in a confirmed Connecteam instance before you plan campaign coverage and team responsibilities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Why this helps
Planning campaign coverage is harder when job names and roles are scattered across workforce setup screens and planning notes.
- Summarize jobs from a specific confirmed Connecteam instance.
- Make role information easier to use during campaign planning.
- Call out that instance details must be known before retrieving its jobs.
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 which jobs to summarize and provide the relevant scheduler or time clock instance context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real example and verify the instance and returned jobs.
Questions about this workflow
What does this workflow need to retrieve jobs?
The Connecteam action is scoped to a specific instance, so the relevant scheduler or time clock instance must be confirmed.
Does it create or assign jobs?
No. This action retrieves job objects for review.
Can it determine staffing needs for a campaign?
It can organize the job catalog, but staffing requirements must be supplied by you.
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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