Find the field categories behind an admin question
Retrieve Connecteam custom field categories as soon as an admin request needs that organizational context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Custom Field Categories
Retrieves custom field categories.
Why this helps
A quick category lookup can still interrupt focus when it requires switching tools and tracking the result separately.
- Look up custom field categories when a request arrives.
- Include category context in the related report.
- Reduce repeated manual navigation.
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 for the incoming admin question.
- 4Choose a webhook trigger and where run reports go.
- 5Test with one real question and review the result.
Questions about this workflow
Does this return the custom field definitions too?
No. The listed action retrieves categories. Use the separate Get Custom Fields action when field definitions are needed.
What starts the workflow?
An HTTP request to the Notis webhook starts it.
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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