Create Connecteam users from ActiveMerge onboarding details
Finish onboarding paperwork and have Notis prepare the matching Connecteam accounts from the staff details supplied with the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Users
Creates multiple user accounts.
Why this helps
Re-entering staff details from onboarding paperwork can delay access and leave new team members waiting.
- Reduce duplicate entry after onboarding paperwork is prepared.
- Create several staff accounts from one onboarding request.
- Keep the automation prompt focused on supplied staff details.
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 give it a clear name.
- 3Tell Notis to use staff details included with an ActiveMerge onboarding request to create the matching Connecteam users.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real onboarding example and review the run report and created accounts.
Questions about this workflow
Does this workflow read details from the ActiveMerge document automatically?
The webhook request must include the staff details Notis should use. This workflow does not assume access to document contents that are not included in the request.
Can it create multiple accounts at once?
Yes. Connecteam's Create Users action supports creating multiple users in one request.
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
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