Keep existing team forms visible in operations reviews
A periodic form catalog can help you see what is already available before creating new processes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Forms
Retrieves form definitions.
Why this helps
When form inventories are out of sight, teams can build duplicate processes or waste time searching for an existing form.
- Get a repeatable view of existing Connecteam forms.
- Review the catalog with context you supply.
- Help spot potential duplicate process needs.
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 its name and prompt.
- 3Ask Notis to retrieve Connecteam forms on a schedule and summarize them against operations context you provide from Affinity.
- 4Choose a schedule and report destination.
- 5Test with one real form catalog and the context you want reviewed.
Questions about this workflow
Does this identify form usage or responses?
No. The action lists form definitions. It does not provide response history or usage data.
Does the schedule need to match an Affinity event?
No. The trigger is a Notis schedule, and any Affinity context must be supplied for the run.
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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