Find Connecteam Custom Field Categories From Email Requests
Answer data organization questions without digging through settings.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Simple questions about staff categories can require repeated manual searching.
- Speeds up support answers
- Clarifies account structure
- Reduces settings navigation
Setup
Build it in a few focused steps.
- 1Connect Outlook and Connecteam in Notis once.
- 2Create an automation that identifies category questions in new messages and retrieves matching custom field categories.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel and test with one real request.
Questions about this workflow
Can it return all categories?
Yes, the action retrieves the account's custom field categories for review.
Does it change category definitions?
No, this workflow only retrieves existing categories.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Connecteam. A trigger fires from one place; an action lands in another.
Outlook triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
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.
Connect any two apps with Notis in the middle.
Outlook and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Connecteam.