Keep your Connecteam roster review in step with campaigns
Get a short, scheduled roster review alongside your campaign work, so team follow-ups do not disappear between inboxes and tools.
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
Roster checks often get postponed when campaign work fills the day, leaving changes and follow-ups harder to spot.
- Receive a concise scheduled view of Connecteam user data.
- Call out records that may need attention based on criteria you supply.
- Keep roster review attached to an existing campaign cadence.
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 what roster details to summarize and which supplied criteria should trigger follow-up.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real example and review the summary.
Questions about this workflow
Does this workflow change Connecteam users?
No. It retrieves user data and prepares a review summary; the listed action does not edit user records.
Can it identify stale or incomplete profiles?
It can flag records using criteria you provide, if the relevant values are returned with the user data.
Does ActiveTrail start this workflow?
The trigger is a Notis schedule. ActiveTrail provides the campaign operations context, but no ActiveTrail trigger event is listed.
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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