Review the Connecteam job catalog without another manual search
Notis can retrieve jobs for a specific, confirmed Connecteam instance on a schedule and summarize the available catalog.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Repeatedly finding the right instance and reviewing its jobs adds friction to routine planning.
- Review the job list in a recurring report.
- Keep the instance context attached to the lookup.
- Reduce repeated manual browsing of the catalog.
Setup
Build it in a few focused steps.
- 1Connect Connecteam once in the Notis portal and confirm the scheduler or time clock instance id needed for the job lookup.
- 2Create an automation prompt asking Notis to retrieve jobs for that instance and summarize the returned list.
- 3Pick a recurring schedule trigger and choose where run reports go.
- 4Test with one real run and check that it uses the intended instance.
Questions about this workflow
Does this work without a confirmed instance id?
No. The job lookup requires a confirmed scheduler or time clock instance id.
Will this assign jobs to staff?
No. The listed action retrieves job objects; it does not assign shifts or jobs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Connecteam. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
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.
Connect any two apps with Notis in the middle.
Whatsapp and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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