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Notis

Review operational fields for each new product

A new product may call for internal process updates. Notis can show your Connecteam custom field categories as context for that review.

Trigger

Product Created Trigger

Triggered when a product is created in Stripe

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

Launching a product can involve small operations decisions that get lost between product setup and team administration.

  • Create a predictable review point for new products.
  • Bring internal field category context into the launch discussion.
  • Avoid assuming a product requires a particular Connecteam change.

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Connecteam once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Describe the outcome in one instruction: when a Stripe product is created, retrieve Connecteam custom field categories and summarize possible setup considerations supported by the product details.
  • 4Pick Stripe Product Created as the trigger.
  • 5Choose a report channel, then test with one real example.

Questions about this workflow

Does this create custom fields?

No. The available action retrieves field categories for review.

Can it know how a product should be handled by the team?

Only if the product event or your instruction provides that context. The workflow should call out any missing operational rules.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Stripe 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

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

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

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

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

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

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

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

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

Product Created Trigger

Triggered when a product is created in Stripe

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

Subscription Added Trigger

Triggered when a subscription is added in Stripe

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.

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

When this happens · Trigger

Do this · Action

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