Get Connecteam Account Context for a CRM Review
Give an incoming review request useful company context before it reaches your follow-up list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Me
Retrieves the authenticated account’s company name and ID.
Why this helps
A CRM request can be harder to triage when it lacks clear context about which Connecteam account it concerns.
- Retrieve authenticated Connecteam account information for the run.
- Summarize the company context alongside the request details supplied to Notis.
- Make it easier to route a review to the right owner.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the request context to include in its report.
- 3Tell Notis to retrieve the authenticated Connecteam account details and summarize them with the Agile CRM request supplied by the webhook.
- 4Choose the notis_webhook trigger and select a report destination.
- 5Test with one real request and confirm the account context is relevant.
Questions about this workflow
What information does the Connecteam action return?
It returns account information including company name and company ID for the authenticated account.
Does this automatically route or assign the CRM request?
No. It adds context to a report. The listed action does not assign CRM records or Connecteam work.
What starts the workflow?
An HTTP request to the Notis webhook starts the automation and can provide the review request details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Connecteam. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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