Review time-off policy types during deal coordination
Bring the available policy types into view before planning around team availability.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Policy Types
Retrieve the available time-off policy types.
Why this helps
Coordination can become harder when availability policies are unknown and deal deadlines are approaching.
- Retrieve available policy types when a milestone calls for coordination.
- Review the list before planning follow-up.
- Avoid searching for policy options in the middle of a busy deal workflow.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Ask Notis to retrieve Connecteam time-off policy types when you send a webhook for a deal coordination milestone.
- 4Choose the webhook trigger and a place for run reports.
- 5Test with one real planning example and review the returned policy types.
Questions about this workflow
Does this reveal who is taking time off?
No. The action lists available policy types, not individual time-off requests or schedules.
Does this start directly from an Affinity event?
No. Affinity has no listed triggers, so use a Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
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Affinity triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Affinity and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
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