Keep Connecteam account details in lead operation reports
Put the Connecteam company context your team needs into a scheduled report alongside Aeroleads lead work.
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
When reports cross tools, missing account context can slow handoffs and make it unclear which company a process concerns.
- Include account identity in recurring operations reports.
- Reduce time spent confirming which company context applies.
- Keep lead operations notes easier to interpret.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the account context report.
- 3Tell Notis to retrieve the Connecteam company name and company ID and include them in a report alongside the Aeroleads lead operation context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real report and confirm the account details.
Questions about this workflow
What information does the Connecteam action return?
It retrieves account information including company name and company ID.
Does this action create or change Connecteam data?
No. It retrieves account details for the report.
Can Notis provide Aeroleads operational context by itself?
Only if that context is available in the workflow input or returned data; otherwise supply it in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Connecteam. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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