Close out confirmed offboarding without deleting user records
When an offboarding handoff is confirmed, archive the specified Connecteam users and preserve their records for reference.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Archive Users
Archives users without deleting their records.
Why this helps
Keeping team access current can require remembering a separate cleanup step after an offboarding decision.
- Act on a confirmed offboarding handoff.
- Use unique user IDs to identify the records to archive.
- Retain user records instead of deleting them.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, require explicit offboarding confirmation and supplied Connecteam user IDs before archiving.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, confirmed offboarding handoff and review the report.
Questions about this workflow
Does archiving delete the user record?
No. The listed action archives users by unique ID without deleting their records.
What if the handoff does not contain a user ID?
The instruction should stop and report the missing ID for review rather than guess which user to archive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Connecteam. A trigger fires from one place; an action lands in another.
Acculynx triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
Acculynx and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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