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Notis

Check Typeform time-off requests against Connecteam policies

Give every leave request a policy-aware review before it reaches scheduling.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

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 requests need policy context, but managers often have to look it up manually.

  • Reduce policy lookup time
  • Surface unclear requests
  • Improve leave review consistency

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Connecteam in Notis once.
  • 2Create an automation for time-off policy review.
  • 3Tell Notis to retrieve Connecteam policy types, classify each new request, and report any missing details or exceptions.
  • 4Pick the Typeform New Form Response trigger.
  • 5Choose a report channel and test with one real request.

Questions about this workflow

Does it approve leave?

No. It identifies the likely policy and flags requests for an authorized reviewer.

Can it handle multiple policy types?

Yes, ask Notis to compare the request with all relevant policy types.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Typeform 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 Form Response

Triggers when a respondent completes and submits the form.

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

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.

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

When this happens · Trigger

Do this · Action

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