Find Connecteam Forms Mentioned in Gmail Requests
See the available Connecteam forms while reviewing a form question, without breaking your inbox flow.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
Questions about team forms require looking up what already exists before you can respond confidently.
- Retrieve Connecteam form definitions for relevant incoming questions.
- Put available form context in the run report.
- Make form inquiry triage quicker.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: 'When a new email asks about a team form, retrieve Connecteam form definitions and summarize the available forms in the run report.'
- 4Choose the New Gmail Message Received trigger, then choose where run reports should go.
- 5Test with one real form question and review the result.
Questions about this workflow
Does this submit a form?
No. The selected action retrieves form definitions for review; it does not submit a form.
What account setup is needed?
The Connecteam action is described as listing existing forms after enabling the forms API.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Connecteam. A trigger fires from one place; an action lands in another.
Gmail triggers
Connecteam actions
Recurring trigger
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New Gmail Message Received Trigger
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Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
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Connect any two apps with Notis in the middle.
Gmail and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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