Retrieve custom fields when a review needs them
A request can start a quick field inventory so reviewers have the Connecteam definitions in front of them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Custom Fields
Retrieves the custom fields associated with an account.
Why this helps
Field questions stall when the reviewer has to locate definitions manually before they can assess the request.
- Retrieve fields when a request calls for them.
- Attach the inventory to the relevant run report.
- Reduce manual lookups for review preparation.
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 include them in the incoming Anthropic admin review report.
- 4Select a webhook trigger and a destination for run reports.
- 5Send one real request and confirm the field details are clear.
Questions about this workflow
Will this workflow expose field values for every user?
The listed action retrieves custom fields associated with the account. It is not described as retrieving individual users' values.
Does it start from an Anthropic event?
No. Anthropic administrator exposes no trigger events here; an HTTP request starts this workflow.
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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