Keep custom fields visible in operations planning
A recurring field inventory helps you remember what information Connecteam can organize for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Fields
Retrieves the custom fields associated with an account.
Why this helps
Custom fields can accumulate over time, making it difficult to remember what information is already available for operations.
- Retrieve the account's custom fields on a schedule.
- Review field definitions with relevant context you supply.
- Spot opportunities to simplify internal information gathering.
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 custom fields on a recurring schedule and summarize them with Affinity operations context you provide.
- 4Choose a schedule trigger and report destination.
- 5Test with one real field inventory and review the result.
Questions about this workflow
Does the action return values for each user?
No. It lists custom fields associated with the account, not user level values.
Can Notis tell whether a field is redundant?
It can summarize the list you provide and surface possible overlap for review, but it cannot know your intended use without context.
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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