Keep an inventory of Connecteam custom fields
A recurring inventory helps admins see which custom fields exist before they make organization decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Fields
Retrieves the custom fields associated with an account.
Why this helps
Custom field inventories are easy to leave stale when someone has to collect them manually for each review.
- Retrieve custom fields for an inventory.
- Include field context in recurring planning reports.
- Help reviewers identify definitions that may need clarification.
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 fields and prepare an inventory for the Anthropic admin review.
- 4Choose a recurring schedule and where run reports go.
- 5Test with one real example and review the inventory.
Questions about this workflow
Does the action return category data too?
The listed action retrieves custom fields. Retrieve categories separately if the review needs category information.
Can the workflow edit field definitions?
No. It only retrieves custom field information.
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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