Review intake form readiness for your affiliate program
See which forms Connecteam already has before planning new ways to collect affiliate partner information.
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 may spend time designing a new intake process without checking whether a useful form already exists.
- Retrieve existing Connecteam form definitions on a schedule.
- Compare available forms with intake needs supplied for the planning cycle.
- Make the forms API prerequisite explicit.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Connecteam once in the Notis portal.
- 2Create an automation for recurring affiliate intake planning.
- 3In one instruction, ask Notis to retrieve Connecteam form definitions and summarize whether they may support the intake needs supplied for the review.
- 4Choose notis_cron and set the planning cadence.
- 5Choose where reports should go and test with one real intake planning example.
Questions about this workflow
Will this create a new intake form if none fits?
No. Get Forms retrieves existing form definitions; it does not create forms.
What needs to be enabled?
The action description says to use it after enabling the forms API. Confirm that setup is complete before relying on form results.
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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