Keep Connecteam jobs in view during portfolio planning
A recurring job snapshot can help you notice operational planning items while reviewing portfolio priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Why this helps
Portfolio planning and job details are spread across systems, making it harder to keep routine operational reviews focused.
- Schedule a recurring lookup of Connecteam jobs.
- Include only the portfolio context you supply to Notis.
- Receive a concise summary to support planning and follow-up.
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 add its name and prompt.
- 3Tell Notis to retrieve Connecteam jobs on a recurring schedule and consider the Affinity portfolio context you provide.
- 4Select a schedule trigger and choose a channel for run reports.
- 5Test with one real job lookup and the portfolio context you want reviewed.
Questions about this workflow
Will Notis read every Affinity portfolio detail automatically?
No. There is no Affinity trigger in this setup. Supply the portfolio details you want included in the scheduled run.
Does the job lookup change assignments?
No. The action retrieves job information for a summary and review.
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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