Review Connecteam data categories with your affiliate operations
Get a simple view of the custom field categories available to your team as you review affiliate operations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Field Categories
Retrieves custom field categories.
Why this helps
It can be hard to know whether the information needed for partner operations is already organized in the team's system.
- Retrieve custom field categories for the account.
- Make existing data organization easier to consider during affiliate operations reviews.
- Avoid implying that the action returns individual field values.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Connecteam once in the Notis portal.
- 2Create an automation for your recurring affiliate operations review.
- 3In one instruction, ask Notis to retrieve Connecteam custom field categories and summarize them alongside the affiliate operations context supplied for the run.
- 4Choose notis_cron and set the schedule.
- 5Choose where reports should go and test with one real review example.
Questions about this workflow
Does this retrieve values stored in custom fields?
No. Get Custom Field Categories retrieves categories. The action does not promise to retrieve field definitions or user values.
Can it suggest what data to collect?
It can summarize the categories returned and compare them with context you supply, but any suggested gap should be presented as a prompt for review.
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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