Skip to content
Notis

Find Connecteam forms from WhatsApp requests

Help the team choose the right form without another portal search.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

Why this helps

People lose time asking where a form lives or which version fits their task.

  • Shorten form discovery time
  • Reduce use of outdated forms
  • Give clear guidance from current definitions

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Connecteam once in Notis.
  • 2Create an automation for form discovery requests.
  • 3Tell Notis to retrieve Connecteam forms, compare them with the WhatsApp request, and explain the best matches.
  • 4Pick New WhatsApp Message Received as the trigger.
  • 5Choose a report channel and test with one form question.

Questions about this workflow

Can it create or edit a form?

No. The available action retrieves existing form definitions.

What if several forms look similar?

Notis can list the closest options and explain the distinction using returned data.

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

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

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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

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

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

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

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

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.

Timelinesai 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.