Add approved staff to Connecteam from a webhook
Send an approved staff list into Notis and create the Connecteam accounts in one run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
Why this helps
Re-entering several approved staff records by hand adds friction to onboarding and can leave people waiting for access.
- Cuts repetitive account entry
- Keeps batch onboarding in one automation
- Provides a run report for review
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 use the submitted approved staff details to create multiple Connecteam users and report any issues.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Send one real, approved staff batch to test the workflow.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts the run. The request should include the approved staff details needed to create users.
Can this create multiple users at once?
Yes. Connecteam's Create Users action is intended for creating multiple user accounts.
Does Notis decide who is approved?
No. Approval must happen before the webhook request is sent; the automation acts on the submitted details.
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.