Close the day knowing which client follow-ups are next
Finish field operations with a short look at what still needs your attention on the client side.
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
After a demanding day in the field, remembering which clients need follow-up adds avoidable mental load.
- See upcoming client commitments before signing off.
- Make tomorrow's planning easier to start.
- Reduce reliance on remembering follow-ups overnight.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create an automation called End-of-Day Follow-up Check.
- 3Write one prompt asking Notis to retrieve upcoming Magnetic follow-ups and summarize those relevant to the day's HelloTracks work for tomorrow's preparation.
- 4Set a daily cron trigger for the end of your workday and select a run-report channel.
- 5Test after a real field day and adjust the prompt wording if needed.
Questions about this workflow
Can I choose the end-of-day time?
Yes. Set the recurring cron schedule to match your workday and timezone.
Does this complete any follow-up?
No. It retrieves upcoming items and prepares a review.
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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