Find related work from a job reference
Let a job reference guide a targeted task search so you can review related work without starting from scratch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Magnetic Tasks
Tool to search tasks by a specified field and value. use when you need to filter and page tasks after authentication.
Why this helps
A job code or reference often requires repetitive searching before anyone can understand the related work.
- Use job context to narrow a task search.
- Reduce repetitive lookups across dispatch and project tools.
- Give the next person a more complete handoff.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create a new automation called Job Reference Task Search.
- 3Add one plain-language prompt asking Notis to search Magnetic tasks using the job reference from the incoming HelloTracks webhook and summarize matches.
- 4Choose the incoming webhook trigger and the channel for run reports.
- 5Test with one job reference that has a known related task.
Questions about this workflow
What does the task search need?
It needs a field and value that Notis can derive from the job context.
Will it create a task if none is found?
No. This action searches existing Magnetic tasks.
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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