Handle team departures with a clear archive review
Turn a departure signal into a focused archive review, preserving the user record while avoiding accidental removal of the wrong person.
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
When campaign lists and team rosters are managed separately, a departure can be missed or the wrong account can be deactivated.
- Use archival to deactivate accounts without deleting their records.
- Require a confident match to a Connecteam unique ID before archiving.
- Route ambiguous requests for human review.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Connecteam once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3Describe which supplied departure signals qualify and require a unique ID match before archival.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real example request and verify the matched user before relying on the workflow.
Questions about this workflow
Does an ActiveTrail opt-out always mean someone left the team?
No. State the exact signal that qualifies in your instruction. Marketing preferences alone should not be treated as employment status without your rule.
Are user records deleted?
No. The Archive Users action deactivates users without deleting their records.
What if the request does not identify a unique user?
The instruction should ask Notis to flag it for review and avoid archiving when the match is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Connecteam. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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