Archive matched Connecteam users after an opt-out
Carry a clear opt-out signal into Connecteam user deactivation, with unique-id matching required for the archive action.
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
An opt-out recorded during prospecting can be missed when the related team record is managed elsewhere.
- Reduce the chance of overlooking a stated opt-out.
- Use a clear match before archiving a user.
- Keep a report of records that need manual review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the opt-out workflow.
- 3Tell Notis to review incoming opt-out details, find a Connecteam user only when the identity match and unique user id are clear, and archive that user; report uncertain matches for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opt-out example and verify the archived user.
Questions about this workflow
Does this workflow delete the Connecteam record?
No. The selected action archives users and preserves their records.
What happens if the matching Connecteam user is unclear?
The instruction should send the case for review instead of archiving a possibly incorrect user.
Does Aeroleads provide the trigger event?
No. This workflow starts from a Notis webhook because Aeroleads exposes no trigger events here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Connecteam. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Connecteam.