Review related tasks without hunting across project records
A focused task search can make the weekly field operations review easier to prepare and act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Magnetic Tasks
Tool to search tasks by a specified field and value. use when you need to filter and page tasks after authentication.
Why this helps
Tasks connected to field jobs can be hard to find when project and dispatch information live in different places.
- Gather relevant Magnetic tasks using job references available to Notis.
- Prepare the weekly review with fewer manual searches.
- Keep project follow-through connected to field operations.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create an automation called Weekly Open Field Work Task Review.
- 3Use one prompt asking Notis to search Magnetic tasks for references found in the supplied HelloTracks job context and summarize relevant results.
- 4Choose a weekly cron trigger and select the channel for run reports.
- 5Test with a real job reference and review the returned tasks.
Questions about this workflow
Does this search every task automatically?
Notis searches using the field or value that fits the job context available to it.
Will it update task records?
No. The selected Magnetic action searches and retrieves tasks.
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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