Clarify Connecteam field categories from Slack
Resolve admin questions with a focused category lookup.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Unclear field categories create hesitant decisions and repeated admin questions.
- Shortens admin decision time
- Keeps sensitive account questions private
- Creates consistent explanations
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Connecteam once in the Notis portal.
- 2Create an automation named DM custom category lookup.
- 3Tell Notis to interpret the question, retrieve Connecteam custom field categories, and explain the relevant categories.
- 4Pick Direct Message Received as the trigger and choose where reports go.
- 5Test with one real category question.
Questions about this workflow
Can it create a category?
No. The action retrieves existing categories.
Can it return every category?
Yes, but ask for a filtered summary when the account has many categories.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Connecteam. A trigger fires from one place; an action lands in another.
Slackbot 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
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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.
Slackbot and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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