Add the right policy reference to affiliate coverage requests
Give a coverage follow-up a quick reference to the policy types available in Connecteam.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Policy Types
Retrieve the available time-off policy types.
Why this helps
Coverage requests can bounce between operations and people teams while someone looks up which policy types are available.
- Retrieve available time-off policy types on demand.
- Add relevant policy reference to an affiliate coverage discussion.
- Keep the result separate from decisions about approving time off.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Connecteam once in the Notis portal.
- 2Create an automation named for affiliate coverage request review.
- 3In one instruction, ask Notis to retrieve Connecteam policy types and summarize relevant policy references for the coverage request details in the webhook.
- 4Choose notis_webhook as the trigger and choose a report destination.
- 5Test with one real coverage request and inspect the returned policy context.
Questions about this workflow
Does this approve the coverage request?
No. The action retrieves policy types and does not submit or approve a time-off request.
Does Notis know which policy applies without request details?
The request should include the relevant context, such as the team or circumstances. If that context is absent, the report should present the policy list without claiming a match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Connecteam. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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