Find Connecteam custom field categories from WhatsApp
Answer classification questions with the categories already defined in Connecteam.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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 categories lead to inconsistent staff data and repeated clarification messages.
- Improve consistency in staff data
- Reduce category guesswork
- Keep answers tied to the live account
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Connecteam once in Notis.
- 2Create an automation for custom category questions.
- 3Tell Notis to retrieve Connecteam custom field categories and explain which categories fit the WhatsApp request.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one classification question.
Questions about this workflow
Does this create a new category?
No. It retrieves existing custom field categories.
Can Notis mention missing categories?
Yes. It can identify when the requested classification is not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Connecteam. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Connecteam actions
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When this happens · Trigger
Do this · Action
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