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Notis

See which certificate recipients are missing from Connecteam

Notis can check a recipient roster you provide against Connecteam users and give you a focused list of unmatched people.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Users

Retrieve the users associated with the account.

Why this helps

A credentialed teammate can stay off the team roster when separate systems are checked manually and inconsistently.

  • Surface roster gaps on a predictable schedule.
  • Spend less time comparing names across separate systems.
  • Keep exceptions visible in a single run report.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Connecteam once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to compare the recipient roster you provide with Connecteam users and report likely unmatched records for review.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Run one real example and check the matches and exceptions.

Questions about this workflow

Where does the Accredible recipient roster come from?

Provide it to Notis through your chosen process or request context. Accredible certificates has no trigger event in this package.

Will Notis automatically change user accounts?

No. This workflow retrieves Connecteam users and reports comparison results for follow-up.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Accredible certificates triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Archives 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

Creates multiple user accounts.

ActionInstant

Generate Upload URL

Generates a secure, time-limited URL for uploading a file.

ActionInstant

Get Chat

Retrieves team chats and channels.

ActionInstant

Get Custom Field Categories

Retrieves custom field categories.

ActionInstant

Get Custom Fields

Retrieves the custom fields associated with an account.

ActionInstant

Get Forms

Retrieves form definitions.

ActionInstant

Get Jobs

Retrieve jobs associated with a scheduler or time clock instance.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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