Review the people behind project and field work
A quarterly roster check helps keep team ownership visible as responsibilities shift.
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
Changing responsibilities can leave founders unsure who is available to own project follow-through.
- Keep a current company user list available for review.
- Make shifting ownership easier to notice.
- Support steadier coordination across project and field teams.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create a new automation called Quarterly Cross-Tool User Roster.
- 3Write one prompt asking Notis to retrieve the Magnetic company user list and summarize it for comparison with current HelloTracks team responsibilities.
- 4Set a quarterly cron trigger and choose where run reports should arrive.
- 5Test with the current roster and confirm it supports your review.
Questions about this workflow
Does this retrieve users from HelloTracks too?
The available action retrieves Magnetic users. HelloTracks has no integration trigger event in this workflow package.
Does this modify accounts?
No. It retrieves the user list for 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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