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Notis

Check team readiness for an Agiled project

Start staffing conversations with a clear view of the Connecteam roster, without switching apps to look up users.

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

Staffing a project can stall while you search for who is in the team and relay that context elsewhere.

  • Get a roster summary when project planning begins.
  • Reduce app switching during staffing discussions.
  • Surface missing user details for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Connecteam once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for project team readiness.
  • 3Tell Notis to retrieve Connecteam users and summarize roster details relevant to the Agiled project context in the incoming request.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real Agiled project request and review the summary.

Questions about this workflow

Does this workflow assign staff to the project?

No. It retrieves Connecteam users and prepares a roster summary. It does not assign shifts or update Agiled.

What starts the automation?

An HTTP request to the Notis webhook starts it. Include the Agiled project context that should guide the summary.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Connecteam. A trigger fires from one place; an action lands in another.

Agiled triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Archives users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Creates multiple user accounts.

ActionInstant

Generate Upload URL

Generates a secure, time-limited URL for uploading a file.

ActionInstant

Get Chat

Retrieves team chats and channels.

ActionInstant

Get Custom Field Categories

Retrieves custom field categories.

ActionInstant

Get Custom Fields

Retrieves the custom fields associated with an account.

ActionInstant

Get Forms

Retrieves form definitions.

ActionInstant

Get Jobs

Retrieve jobs associated with a scheduler or time clock instance.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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