Review Connecteam accounts for possible archiving
Get a regular, focused review of user accounts that may be ready for archiving, based on rules you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Why this helps
Periodic account cleanup is easy to postpone when it depends on remembering to inspect a long user list.
- Creates a predictable account review
- Highlights candidates against criteria you specify
- Keeps archiving decisions visible before action
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 retrieve Connecteam users, compare them with the inactivity or cleanup criteria you provide, and report possible archive candidates for review.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and verify the report before using any archive decision.
Questions about this workflow
Will this automatically archive users?
No. This workflow retrieves users for review. It reports candidates; a person can verify them before archiving.
Can Notis determine inactivity on its own?
Only if the required activity information is available in the returned user data or you provide a reliable criterion and data source. The listed action retrieves users and does not promise activity history.
Which action is used for archiving?
The archive action is available, but this workflow uses Get Users to create a review report before any archive step.
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.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
New Email Received
Trigger for new emails in an AgentMail inbox
Generate Upload URL
Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.
Get Chat
Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
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
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.