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Notis

Find Connecteam task boards from campaign requests

Put campaign work where the team will actually find it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Task Boards

Tool to retrieve all task boards. use after authenticating with a valid api key to list available task boards.

Why this helps

Requests get lost when nobody knows which task board owns the work.

  • Reduce task routing delays
  • Make ownership visible
  • Keep campaign work organized

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Connecteam in Notis once.
  • 2Create an automation for campaign task routing.
  • 3Tell Notis to retrieve Connecteam task boards and recommend a board based on the webhook request context.
  • 4Choose a Notis webhook trigger.
  • 5Choose a report channel, then test by sending one real request.

Questions about this workflow

Will it create a task?

No. It identifies the most relevant existing task board.

What if several boards fit?

Notis lists the candidates and explains the evidence for each.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Mailchimp to Connecteam. A trigger fires from one place; an action lands in another.

Mailchimp triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

ActionInstant

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

Connect any two apps with Notis in the middle.

Mailchimp and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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