Make custom field categories easier to navigate
See how the categories your team uses relate to the processes that depend on them.
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
Field categories are difficult to maintain when their purpose is spread across process notes and team knowledge.
- Summarize the available custom field categories.
- Connect category purpose with process context in AnyDB.
- Highlight categories with missing or unclear documentation.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Connecteam to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Connecteam custom field categories, compare their purpose with AnyDB process records, and report unclear documentation.
- 4Choose a recurring Notis cron schedule and where run reports should go.
- 5Test against a category with known process context.
Questions about this workflow
Does this change category definitions?
No. The available action retrieves categories for review and reporting.
Can categories be matched automatically to processes?
Notis can suggest relationships when the available names and descriptions support them. It should report uncertain matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Connecteam. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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