Review Connecteam access as portfolio needs change
Keep account access on your planning radar as deal and portfolio responsibilities evolve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Archive Users
Archives users without deleting their records.
Why this helps
When responsibilities shift, accounts can stay active because no one remembers to review access across tools.
- Prompt a recurring review of Connecteam user accounts.
- Use portfolio context you provide to identify possible follow-up.
- Create a deliberate review point before account archival.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Ask Notis to review Connecteam users on a schedule against Affinity portfolio changes you supply, then archive only the specific users you name in the request.
- 4Choose a schedule trigger and report destination.
- 5Test the review using one real example and verify the intended user ids before running archival.
Questions about this workflow
Will it archive users automatically based on inferred portfolio changes?
No. Provide explicit user ids and clear instructions for any archival action; do not rely on inferred identities.
Does archival delete user records?
The action archives users without deleting their records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Connecteam. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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