See the follow-ups that matter before dispatch begins
Get one morning brief that connects upcoming client follow-ups with the field work competing for your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Current Follow-ups
Tool to retrieve upcoming follow-ups assigned to the authenticated user. use after authentication to view scheduled tasks.
Why this helps
Switching between dispatch and client records makes it easy to miss a follow-up before the team leaves.
- See upcoming Magnetic follow-ups before planning the field day.
- Reduce the number of apps to check during morning triage.
- Keep client commitments visible beside dispatch priorities.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2In Automations, create a new automation and name it Daily Field Follow-up Brief.
- 3Add one plain-language prompt asking Notis to retrieve Magnetic follow-ups and summarize those relevant to today's HelloTracks dispatch priorities.
- 4Choose a daily cron trigger and the channel for run reports.
- 5Test it with a real dispatch day and confirm the brief is useful.
Questions about this workflow
Does HelloTracks trigger this workflow directly?
No. HelloTracks has no available integration triggers in this setup, so Notis starts the workflow on a daily schedule.
Will this create or reschedule follow-ups?
No. The Magnetic action retrieves upcoming follow-ups so Notis can summarize them.
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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