Keep team ownership clear across operations tools
Review who has a Magnetic account as your field team and responsibilities change.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Users
Tool to retrieve the list of all users in the authenticated user's company. use after authentication to audit or manage user accounts.
Why this helps
A growing or changing team makes it harder to remember who owns client and project work across tools.
- Keep a current view of Magnetic users for operational planning.
- Notice when responsibilities and account ownership may need review.
- Make monthly team administration more predictable.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create a new automation called Monthly Magnetic User Access Review.
- 3Write a plain-language prompt asking Notis to retrieve Magnetic company users and summarize the roster for review alongside current HelloTracks staffing context.
- 4Select a monthly cron trigger and choose the run-report channel.
- 5Test with the current user roster and check the summary.
Questions about this workflow
Does this add or remove user access?
No. The Magnetic action retrieves the company user list for review.
Can HelloTracks start the automation?
There is no HelloTracks integration trigger available; Notis runs this on the selected schedule.
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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