Review Connecteam forms alongside new procedures
A new procedure can prompt Notis to retrieve your existing Connecteam forms and summarize which ones may deserve a closer look.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
New procedures and existing operational forms often live in separate places, making it easy to miss a documentation review.
- Bring existing forms into view when procedures change
- Reduce the effort of remembering a separate form review
- Keep the decision to revise a form with a human
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve Connecteam forms when a new procedure appears and summarize forms that may need review based on available information.
- 4Pick the Google Drive File Created trigger and choose where run reports should go.
- 5Test with one real procedure and review the suggested forms.
Questions about this workflow
Will the automation edit or publish forms?
No. The listed action retrieves Connecteam form definitions. The workflow prepares a review summary.
How does Notis know which forms relate to a procedure?
It can compare information available in the procedure and returned form definitions. Add your review criteria to the instruction if they are not stated in those materials.
Can I trigger this on edits to a procedure?
Yes. Choose the Google Drive File Updated event if you want existing procedures to prompt the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Connecteam. A trigger fires from one place; an action lands in another.
Google Drive triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Connect any two apps with Notis in the middle.
Google Drive and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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