Keep your Connecteam forms inventory current
Get a scheduled view of available forms so you can find the right operational intake without digging through Connecteam.
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 forms are hard to discover, teams can lose time finding the right way to collect information.
- Make available forms easier to review.
- Notice when the inventory changes between runs.
- Reduce time spent searching for an existing form.
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 the forms inventory.
- 3Tell Notis to retrieve Connecteam form definitions and summarize their names and purposes when available.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run after enabling the Connecteam forms API.
Questions about this workflow
Does this workflow create or submit forms?
No. It retrieves existing form definitions for review.
Is any setup required in Connecteam?
The forms API must be enabled in Connecteam for the retrieval action to work.
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.
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.
Agiled and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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