Find Connecteam policy types for new Trello requests
Give time off requests a clear policy path from the moment they arrive.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Get Policy Types
Tool to retrieve available time-off policy types. use before filtering or creating time-off requests by policytypeid.
Why this helps
Time off questions linger because nobody checks the available policy types.
- Speeds policy lookup
- Reduces routing mistakes
- Creates consistent request guidance
Setup
Build it in a few focused steps.
- 1Connect Trello and Connecteam in the Notis portal.
- 2Create an automation for time off request triage.
- 3Tell Notis to retrieve Connecteam policy types and identify those relevant to the new card.
- 4Pick the Trello New Card trigger and choose a report channel.
- 5Test with one time off request card.
Questions about this workflow
Can it submit a time off request?
No. This action retrieves policy types for triage and guidance.
What if the card is not about time off?
Tell Notis to report that no matching policy type is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Connecteam. A trigger fires from one place; an action lands in another.
Trello triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Trello and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Connecteam.