Review your team directory after a deal team change
Keep a deal team change from getting lost by pairing it with a quick Connecteam directory lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Users
Retrieve the users associated with the account.
Why this helps
Deal team changes can mean new coordination needs, but the people directory sits in a separate system and is easy to overlook.
- Use a deal team change as a prompt for a directory review.
- See returned Connecteam users in a Notis summary.
- Keep staffing decisions in human review before acting.
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 give it a clear name and prompt.
- 3In one instruction, ask Notis to retrieve Connecteam users when you send a webhook for an Affinity deal team change.
- 4Pick the webhook trigger and select where run reports should go.
- 5Test with one real team change example and review the result.
Questions about this workflow
Does this automatically add people to a Connecteam shift?
No. It lists users for review and does not create or change shift assignments.
Can the workflow detect the deal team change directly in Affinity?
No. Affinity triggers are not available in this package, so the workflow starts with a Notis webhook.
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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