Keep the team roster visible during regular planning
Get a recurring view of team accounts without adding another manual roster check to your week.
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
When team records and staff communications live in separate tools, it is easy to miss a roster review until a manager needs the information.
- Retrieve a current Connecteam user list on a chosen schedule.
- Make roster review a predictable part of planning.
- Receive the summary through a selected report channel.
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 retrieve Connecteam users and summarize the roster for review alongside relevant ActiveCampaign context.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and review the summary.
Questions about this workflow
Can it identify inactive accounts?
Only if the retrieved user data provides the relevant status. Tell Notis to report missing or unavailable status rather than infer it.
Will this change user records?
No. This workflow retrieves users for a review; it does not update or archive them.
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.
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.
Active campaign and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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