See your Connecteam task boards in a regular report
A scheduled lookup puts the available Connecteam task boards in one concise report, ready when you need to plan or review work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Task Boards
Tool to retrieve all task boards. use after authenticating with a valid api key to list available task boards.
Why this helps
Task board details can be hard to recall when you return to a project after a busy week.
- Keep an at-a-glance inventory of task boards.
- Reduce time spent reopening Connecteam to find board names.
- Receive the report where you already review automation runs.
Setup
Build it in a few focused steps.
- 1Connect Connecteam once in the Notis portal.
- 2Create an automation asking Notis to retrieve task boards and summarize the returned list.
- 3Pick a recurring schedule trigger and choose where run reports go.
- 4Test with one real run and review the result.
Questions about this workflow
Can this tell me which board is overdue?
The listed action retrieves task boards, not task status or history. This workflow reports the available board information it receives.
Can it make changes to a board?
No. The available action is a read-only task board lookup.
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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