Look up Connecteam field categories from a WhatsApp question
Notis checks the custom field categories available in Connecteam and returns the details relevant to an incoming WhatsApp question.
Trigger
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.
Action
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.
Why this helps
Finding account field categories during a live conversation means stopping to search another system.
- Get a relevant category lookup when a question arrives.
- Avoid manually browsing account configuration during a conversation.
- Keep the result in your chosen run report channel.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Connecteam once in the Notis portal.
- 2Create an automation asking Notis to identify questions about custom field categories, retrieve the categories, and report relevant results.
- 3Pick the New Message Received trigger and choose where run reports go.
- 4Test with one real category question.
Questions about this workflow
Does this retrieve the custom field values too?
No. This action lists custom field categories. It does not retrieve custom field records or values.
Can it change field categories?
No. The available action retrieves category information only.
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.
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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
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New Message Received
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Interactive Reply Received
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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.
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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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