Find existing Connecteam forms during deal diligence
Check what forms already exist when diligence turns up a need for operational information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Forms
Retrieves form definitions.
Why this helps
Diligence questions often lead to repeated searches for existing forms, adding friction when time is limited.
- Retrieve existing form definitions at a diligence milestone.
- Ask Notis to summarize forms for a human review.
- Avoid repeating manual searches across apps.
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 provide its name and prompt.
- 3Tell Notis to retrieve Connecteam forms when you send a webhook for a diligence milestone and summarize the definitions.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real diligence example and check the summary.
Questions about this workflow
Does this submit or fill out a form?
No. The action retrieves form definitions only.
Can Affinity start it automatically?
No native Affinity trigger is listed. Send a Notis webhook at the diligence milestone you choose.
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
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