Close out Connecteam access when a staff member leaves
Make staff exit requests easier to act on without hunting through separate records.
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
A staff exit can be recorded in one system while their Connecteam account remains active until someone remembers to archive it.
- Use an explicit exit request to identify the account to archive.
- Keep the original user record instead of deleting it.
- Review the action through a run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to archive the Connecteam user only when an incoming staff exit request identifies the person unambiguously.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real exit request and confirm the intended account is identified.
Questions about this workflow
Does archive delete the user's record?
No. The Connecteam action archives users without deleting their records.
What happens if the request does not identify one person clearly?
Instruct Notis to report the ambiguity for review and not archive an account until the intended user is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Connecteam. A trigger fires from one place; an action lands in another.
Active campaign 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.
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Retrieves team chats and channels.
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Retrieves custom field categories.
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Retrieves the custom fields associated with an account.
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Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
Active campaign and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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