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Find relevant Connecteam field categories from a profile update

Bring Connecteam's field-category reference into the run report when a Notion profile change prompts a check.

Trigger

Page Properties Updated

Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.

Action

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.

Why this helps

Finding the right category reference adds extra navigation to routine profile maintenance.

  • Reduce repeated searches for category references.
  • Keep profile-maintenance context close to the Notion update.
  • Make follow-up easier to summarize.

Setup

Build it in a few focused steps.

  • 1Connect Notion and Connecteam to Notis once.
  • 2Create an automation in the portal or ask Notis conversationally.
  • 3In one prompt, ask Notis to retrieve Connecteam custom field categories when a Notion profile record changes and summarize useful context.
  • 4Select Page Properties Updated for the profile data source and choose a channel for run reports.
  • 5Test with one profile change and review the returned categories.

Questions about this workflow

Is this the same as retrieving custom fields?

No. This action retrieves field categories; use the custom-fields action when the field definitions themselves are needed.

Will this modify the profile?

No. It only retrieves category information and reports it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Notion 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

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

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

Comment Created

Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.

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

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

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

Database Created

Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.

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

Data Source Created

Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.

TriggerInstant

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

Data Source Schema Updated

Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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