Know which grouping fields are available for review
A quarterly reference to custom fields can make project reviews more consistent and easier to prepare.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Grouping Custom Field Definitions
Tool to retrieve all custom field definitions for groupings. use after authentication when you need to fetch available grouping custom field definitions for tasks.
Why this helps
Founders lose time figuring out which project details are tracked before they can review field operations patterns.
- See which grouping fields are available before reviewing project data.
- Make quarterly operations reviews easier to prepare.
- Reduce time spent rediscovering how information is organized.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create an automation called Quarterly Grouping Field Audit Reference.
- 3Use one plain-language prompt asking Notis to retrieve Magnetic grouping custom field definitions and summarize them for a quarterly HelloTracks operations review.
- 4Select a quarterly cron trigger and a run-report channel.
- 5Test once and confirm the field definitions are represented accurately.
Questions about this workflow
Does this inspect or change field values?
No. It retrieves the custom field definitions available for groupings.
How often should it run?
Quarterly suits a reference review; choose another recurring interval if your setup changes more often.
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.
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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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