Add Connecteam group context to an affiliate request
Make a partner question easier to route by seeing the smart groups available in Connecteam alongside the request details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Smart Groups
Retrieve the smart groups associated with the account.
Why this helps
Affiliate requests can sit in limbo when the team or group responsible is not obvious from the message.
- Retrieve smart groups associated with the Connecteam account.
- Compare group information with request details provided to Notis.
- Surface ambiguity when the request does not identify a relevant group.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Connecteam once in the Notis portal.
- 2Create an automation named for affiliate request triage.
- 3In one instruction, ask Notis to retrieve Connecteam smart groups and summarize which may fit the affiliate request details included in the webhook.
- 4Choose notis_webhook as the trigger and choose where reports should go.
- 5Test with one real request and review the group suggestions for accuracy.
Questions about this workflow
Does this add a user to a smart group?
No. Get Smart Groups retrieves the groups; the listed action does not modify membership.
Will it know the correct group if the request has no context?
Not necessarily. Include the relevant partner, department, or ownership context, and have Notis report uncertainty when it cannot make a grounded 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.
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Generates a secure, time-limited URL for uploading a file.
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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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