Keep custom field categories visible to admins
See the categories available in Connecteam when preparing recurring organization and access reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Field Categories
Retrieves custom field categories.
Why this helps
Organization reviews lose time when people have to rediscover how account fields are grouped.
- Retrieve custom field categories for review.
- Keep account organization context with admin reports.
- Make recurring reviews easier to prepare.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Connecteam once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Ask Notis to retrieve Connecteam custom field categories and include them in the admin review.
- 4Pick a recurring schedule and select where run reports go.
- 5Test with one real example and confirm the category list is useful.
Questions about this workflow
Does this return custom field values?
No. This action retrieves custom field categories, not the associated field values.
Does it change how fields are organized?
No. It only retrieves categories.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Connecteam. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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