Review staff field categories without leaving Slack
Give the team a quick view of existing information categories when a question comes up about organizing staff details.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Questions about staff information structure can linger while someone searches for the current setup.
- Surfaces the current category list for discussion
- Reduces interruption to look up account structure
- Helps keep decisions grounded in existing setup
Setup
Build it in a few focused steps.
- 1Connect Slack and Connecteam to Notis once in the portal.
- 2Create an automation prompt to retrieve Connecteam custom field categories when a relevant Slack question appears and summarize the results.
- 3Select the Slack channel message trigger and choose the run-report channel.
- 4Test with one real question about how staff information is categorized.
Questions about this workflow
Will it change the categories?
No. The listed Connecteam action retrieves categories for review.
Can it respond only to relevant questions?
Yes. Explain the kinds of staff-information questions that should prompt a lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Connecteam. A trigger fires from one place; an action lands in another.
Slack 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
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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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