Check available Connecteam fields during partner follow-up
Review the custom fields your team has available when an affiliate question depends on operational details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Custom Fields
Retrieves the custom fields associated with an account.
Why this helps
Partner follow-up gets harder when people do not know which team data fields could help answer the question.
- Retrieve custom fields associated with the Connecteam account.
- Help compare available fields with the details supplied in the partner request.
- Keep conclusions limited to the fields actually returned.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Connecteam once in the Notis portal.
- 2Create an automation named for partner context review.
- 3In one instruction, ask Notis to retrieve Connecteam custom fields and summarize which returned fields may relate to the affiliate request details included in the webhook.
- 4Choose notis_webhook as the trigger and select a report destination.
- 5Test with one real partner question and check that the report distinguishes available fields from missing information.
Questions about this workflow
Does this retrieve a user's values for each custom field?
The action description says it retrieves custom fields associated with the account. It does not specify that it retrieves individual users' stored values.
Can the workflow determine what information is missing?
It can compare returned field information with details you supply, while labeling any missing values or uncertain matches clearly.
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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