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Notis

Keep profile categories aligned with changing ClickUp folders

Folder changes trigger a focused check of the staff data structures that support them.

Trigger

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

Action

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

Why this helps

A folder can evolve while the profile categories used to support its work stay unclear.

  • Surface relevant profile categories
  • Reduce ambiguity in changing scopes
  • Give founders a clearer data review

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Connecteam in Notis once.
  • 2Create an automation that retrieves Connecteam custom field categories after a ClickUp folder update.
  • 3Pick the ClickUp Folder Updated trigger.
  • 4Choose a report channel and test with one folder change.

Questions about this workflow

Does it edit field categories?

No. It retrieves the available categories for analysis.

Can it compare old and new folder names?

It can use the updated event details and report likely category matches.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Connecteam. A trigger fires from one place; an action lands in another.

Clickup triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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