Archive Connecteam users from an offboarding request
Turn a completed offboarding step into a clear account deactivation task, while preserving the staff records in Connecteam.
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 departure recorded in paperwork can be easy to miss when account access still needs to be deactivated.
- Reduce the chance that account deactivation is forgotten.
- Archive users without deleting their records.
- Use unique user IDs supplied by the offboarding request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for offboarding.
- 3Tell Notis to archive only the Connecteam users whose unique IDs are included in an approved ActiveMerge offboarding request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real offboarding example and verify the intended users were archived.
Questions about this workflow
Does this delete Connecteam user records?
No. The Archive Users action deactivates users without deleting their records.
What must the webhook include?
It must include the unique Connecteam user IDs to archive. The workflow should not guess IDs from names alone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Connecteam. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Connecteam.