Keep the Connecteam team directory in view during affiliate planning
Make it easier to plan partner coverage by bringing the Connecteam user list into your recurring operations review.
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
Affiliate coverage planning often depends on people and roles, but finding an up-to-date team directory takes another manual step.
- Retrieve Connecteam users for planning context.
- Keep a consistent directory reference in recurring reviews.
- Identify when roles or coverage details are absent from the returned information.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Connecteam once in the Notis portal.
- 2Create an automation for the recurring affiliate operations planning review.
- 3In one instruction, ask Notis to retrieve Connecteam users and summarize relevant directory context using the coverage details supplied for the run.
- 4Choose notis_cron and set the schedule.
- 5Choose a report destination and test with one real planning review.
Questions about this workflow
Does the action include all role or availability details?
The action retrieves a list of users. Specific role or availability details should only be used if returned or supplied in the review context.
Can this schedule or assign employees to affiliate work?
No. Get Users retrieves user data and does not schedule or assign shifts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Connecteam. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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