Open the task context that belongs with a job alert
When a job notification carries a task reference, pull the details into the same review so the next step is clearer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Magnetic Task
Tool to retrieve a task by its id. use after confirming you have the taskid.
Why this helps
Task details get lost when a dispatcher has to leave an alert and search for the linked work manually.
- Bring a referenced task into the job alert review.
- Reduce manual searching during handoffs.
- Keep task context close to the operational signal.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create a portal automation named Task ID Context for Job Alerts.
- 3Add one prompt asking Notis to retrieve the Magnetic task by ID when the incoming HelloTracks alert includes a valid task ID, then summarize it with the alert.
- 4Choose an incoming webhook trigger and the run-report channel.
- 5Test using a real alert payload that contains a valid task ID.
Questions about this workflow
What if the alert has no task ID?
Notis needs a confirmed task ID to retrieve a specific Magnetic task.
Does this change the task?
No. It retrieves task details for the handoff.
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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