Add useful contact context to a field update
Use contact tags as a quick reference when a job update calls for a closer look at the client relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact Tags
Tool to get all tags associated with a contact. use after confirming the contactid to list contact tags.
Why this helps
A field update can arrive without the relationship context that helps you choose the right next step.
- See available contact tags alongside a relevant job update.
- Spend less time opening records just to gather basic context.
- Help the team review customer situations consistently.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create a new automation named Contact Tag Context for Field Updates.
- 3Write one prompt asking Notis to use incoming HelloTracks client details to find the matching Magnetic contact, retrieve its tags, and summarize them with the update.
- 4Select the incoming webhook trigger and a channel for run reports.
- 5Test with one real client update and check the contact identification.
Questions about this workflow
Can it retrieve tags without identifying the contact?
No. The contact must be identified first so Magnetic can return its tags.
Will it change tags?
No. It retrieves existing tags for context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link HelloTracks to Magnetic. A trigger fires from one place; an action lands in another.
HelloTracks triggers
Magnetic actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current Follow-ups
Tool to retrieve upcoming follow-ups assigned to the authenticated user. use after authentication to view scheduled tasks.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Search Client Contacts
Tool to search contacts by field or client id. use when you need to retrieve client contacts matching given criteria after authentication.
Get Contact Tags
Tool to get all tags associated with a contact. use after confirming the contactid to list contact tags.
Get Magnetic Groupings
Tool to retrieve a list of groupings. use after authentication when you need to select a grouping to comment on.
Get Grouping Statuses
Tool to retrieve the list of statuses for signed groupings. use after authentication when you need available grouping status options for tasks or jobs.
Get Grouping Tags
Tool to retrieve tags associated with any groupings owned by the company. use after authentication when grouping tags are needed.
Get Magnetic Opportunity Statuses
Tool to retrieve opportunity statuses. use when you need current status options for unsigned groupings (opportunities).
Get Magnetic Task
Tool to retrieve a task by its id. use after confirming you have the taskid.
Connect any two apps with Notis in the middle.
HelloTracks and Magnetic, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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