Keep onboarding process updates connected to existing forms
When onboarding work changes, check the Connecteam forms that may support the updated process.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
Process updates can leave onboarding owners uncertain which existing forms still fit, creating another manual follow-up.
- Prompt an existing-form review when onboarding work changes.
- Reduce searching during process maintenance.
- Help owners spot forms that may need follow-up.
Setup
Build it in a few focused steps.
- 1Connect Linear and Connecteam to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis to review forms after onboarding issue changes.
- 3Tell Notis in one instruction to retrieve Connecteam forms when an onboarding issue is updated and summarize forms relevant to the described process.
- 4Select the Linear Issue Updated trigger and choose a channel for run reports.
- 5Test with one real onboarding process update and check the form results.
Questions about this workflow
Does the workflow edit any forms?
No. It retrieves form definitions for review.
Can it focus on onboarding forms?
Yes. Ask Notis to summarize only forms relevant to the onboarding process in the issue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Connecteam. A trigger fires from one place; an action lands in another.
Linear triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Issue Created Trigger
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Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
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Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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Connect any two apps with Notis in the middle.
Linear and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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