See available custom field categories while classifying a deal
Bring the existing category structure into view when a deal raises a team organization question.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Custom Field Categories
Retrieves custom field categories.
Why this helps
Existing categories can be hard to recall, leading to inconsistent organization and repeated app searches.
- Retrieve category definitions at a useful deal milestone.
- Review the available structure before making an organizational decision.
- Reduce duplicate searching during deal operations.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Ask Notis to retrieve Connecteam custom field categories when you send a webhook for a deal classification milestone.
- 4Select the webhook trigger and report destination.
- 5Test with one real classification example.
Questions about this workflow
Does this action return actual user field values?
No. It retrieves custom field categories, not the values stored on users.
Can Affinity trigger this directly?
No. Use a Notis webhook because no Affinity event trigger is provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Connecteam. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Connecteam.