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Notis

Find relevant Connecteam forms for affiliate intake

Bring the forms your team has defined into view when an affiliate request needs a structured follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Forms

Retrieves form definitions.

Why this helps

Partner details may arrive in inconsistent formats, leaving founders unsure whether an existing team form can help collect what is missing.

  • Retrieve existing Connecteam form definitions.
  • Identify forms that may fit an intake request based on its supplied details.
  • Call out when required intake information is missing.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and Connecteam once in the Notis portal.
  • 2Create an automation named for affiliate intake review.
  • 3In one instruction, ask Notis to retrieve Connecteam form definitions and identify relevant forms or missing details for the request included in the webhook.
  • 4Choose notis_webhook as the trigger and choose a report destination.
  • 5Test with one real intake request and confirm the suggested form context.

Questions about this workflow

Does this fill out or submit a Connecteam form?

No. Get Forms retrieves form definitions. The listed action does not fill out or submit forms.

Is there an account prerequisite?

The action description says to use it after enabling the forms API. Confirm that prerequisite for the account before relying on the 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.

TriggerScheduled

Archive Users

Archives users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Creates multiple user accounts.

ActionInstant

Generate Upload URL

Generates a secure, time-limited URL for uploading a file.

ActionInstant

Get Chat

Retrieves team chats and channels.

ActionInstant

Get Custom Field Categories

Retrieves custom field categories.

ActionInstant

Get Custom Fields

Retrieves the custom fields associated with an account.

ActionInstant

Get Forms

Retrieves form definitions.

ActionInstant

Get Jobs

Retrieve jobs associated with a scheduler or time clock instance.

ActionInstant

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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