Make it easier to find the right project owner
A concise owner directory can reduce the effort of routing questions across field and project teams.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Magnetic User by ID
Tool to get a magnetic user's details by id. use after confirming a valid user id to fetch their profile.
Why this helps
When ownership is unclear, founders become the human router for routine questions and follow-through.
- Keep confirmed owner details easier to find.
- Reduce interruptions caused by unclear ownership.
- Support smoother handoffs between field and project work.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create an automation named Weekly Team Owner Directory.
- 3Use one prompt asking Notis to retrieve details for Magnetic user IDs supplied in current HelloTracks coordination context and summarize confirmed owners.
- 4Choose a weekly cron trigger and set the channel for run reports.
- 5Test with one confirmed user ID and check the result.
Questions about this workflow
Can it retrieve every profile without an ID?
The selected action retrieves a user by ID, so Notis needs a confirmed user ID.
Does it change user details?
No. It retrieves profile details for coordination.
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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