Find the right Connecteam contacts for an affiliate follow-up
Turn a partner follow-up request into a clearer handoff by checking the Connecteam user directory against the details you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Users
Retrieve the users associated with the account.
Why this helps
Partner questions can stall while someone searches for the owner across a separate team directory.
- Retrieve the Connecteam user list for follow-up context.
- Use provided names, roles, or ownership notes to identify possible contacts.
- Make uncertain ownership explicit in the run report.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Connecteam once in the Notis portal.
- 2Create a new automation and name it for partner follow-up routing.
- 3In one instruction, ask Notis to retrieve Connecteam users and identify likely follow-up contacts using the names or ownership context included with the Adtraction request.
- 4Choose notis_webhook as the trigger and select a report destination.
- 5Test with one real partner follow-up request and verify the suggested handoff.
Questions about this workflow
Will this action assign the partner issue to a Connecteam user?
No. Get Users retrieves user data. It does not assign tasks or send messages.
What if the request does not name an owner?
Notis can report that ownership is unclear and list relevant directory information, but the request should include any team or role clues needed to identify a contact.
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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