Find the Connecteam user behind a staff email
When a staff member emails in, get their Connecteam account details without leaving your inbox workflow.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Users
Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.
Why this helps
Looking up a staff account by hand interrupts email triage and makes quick staff requests harder to handle.
- Reduces app switching during email triage
- Surfaces matching account details for review
- Helps route staff requests with less manual searching
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Connecteam once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to extract the sender's email address from each new message, find a matching Connecteam user, and summarize the result.
- 4Pick the Agent mail New Email Received trigger and choose where run reports should go.
- 5Test with one real staff email and check the lookup result.
Questions about this workflow
What does this workflow do?
It uses the sender email in a new Agent mail message to search Connecteam users and summarizes any matching user details.
Does it update the Connecteam account?
No. The selected Connecteam action retrieves user data for review and does not change accounts.
What if no user matches the sender?
Notis can report that no match was found so you can decide how to respond.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Connecteam. A trigger fires from one place; an action lands in another.
Agent mail triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Email Received
Trigger for new emails in an AgentMail inbox
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Connect any two apps with Notis in the middle.
Agent mail and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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