Know which Magnetic statuses are available before reviewing work
A small weekly reference can prevent uncertainty when project and field conversations use different status language.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Remembering the available status labels creates friction when switching between project tracking and field operations.
- Keep the available Magnetic status options easy to review.
- Reduce ambiguity during weekly project and field coordination.
- Avoid spending time hunting for status terminology.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create a portal automation named Weekly Grouping Status Reference.
- 3Add one prompt asking Notis to retrieve Magnetic grouping statuses and provide a concise reference for the weekly HelloTracks operations review.
- 4Choose a weekly cron trigger and the channel for run reports.
- 5Test once and confirm the returned status list is clear.
Questions about this workflow
Does this update grouping statuses?
No. It retrieves the available statuses for reference.
Why schedule a status reference?
A scheduled snapshot makes the current options easy to consult during recurring operations reviews.
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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