Keep account details clear in affiliate planning reports
Make the Connecteam company reference easy to find when preparing recurring affiliate plans and operational handoffs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Me
Retrieves the authenticated account’s company name and ID.
Why this helps
Planning documents can be shared across teams and accounts, creating avoidable confusion about which Connecteam company is relevant.
- Retrieve company name and ID from Connecteam.
- Include a consistent account reference in scheduled planning reports.
- Reduce manual account confirmation during cross-functional handoffs.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Connecteam once in the Notis portal.
- 2Create an automation for your recurring affiliate planning review.
- 3In one instruction, ask Notis to retrieve Connecteam company name and ID and include them in the planning report with the Adtraction context supplied for the run.
- 4Choose notis_cron and set the planning cadence.
- 5Choose where run reports should go and test with one real planning example.
Questions about this workflow
Will the action return Adtraction account details too?
No. List Me retrieves the authenticated Connecteam account information. Provide any Adtraction account context separately if the report needs it.
Can this support planning for more than one Connecteam company?
The action retrieves information for the authenticated account. Separate account contexts would require the relevant account connection and request context.
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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