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Notis

Route Typeform responses to Connecteam smart groups

Send each request toward the group with the right people, location, or responsibility.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

Get Smart Groups

Tool to retrieve all smart groups associated with the account. use when you need to list all smart groups after authenticating with a valid api key.

Why this helps

Requests bounce between managers because nobody knows which group owns them.

  • Clarify ownership
  • Reduce handoff delays
  • Keep routing decisions consistent

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Connecteam in Notis once.
  • 2Create an automation for response routing.
  • 3Tell Notis to retrieve Connecteam smart groups and recommend the best group for each new response, explaining the decision.
  • 4Pick the Typeform New Form Response trigger.
  • 5Choose a report channel and test with one real submission.

Questions about this workflow

Does it add people to a group?

No. It identifies the appropriate existing smart group for review.

What if several groups fit?

Ask Notis to rank the options and explain the tradeoff.

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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