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Notis

Archive Connecteam users from a reviewed departure request

Turn a clear departure request into a documented review and an archive action for the specified Connecteam user IDs.

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

Departure requests can be overlooked or acted on without carefully checking which accounts they identify.

  • Bring the request context into the same run as the archive action.
  • Ask AI to flag unclear identities before proceeding.
  • Deactivate accounts while preserving their records.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Connecteam once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language.
  • 3In one instruction, ask Notis to review the departure request, verify the supplied unique user IDs, and archive only the clearly identified users.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real departure request and confirm the archived users in Connecteam.

Questions about this workflow

What information must the request provide?

It must provide the unique Connecteam user IDs for the accounts to archive. AI should flag missing or ambiguous IDs rather than guess.

Does archiving delete staff records?

No. The Connecteam action is for deactivating users without deleting their records.

Can this run on a schedule instead?

This workflow is designed for a webhook request tied to a specific departure. A scheduled run would need a defined source of departure requests.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Connecteam. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Archives users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Creates multiple user accounts.

ActionInstant

Generate Upload URL

Generates a secure, time-limited URL for uploading a file.

ActionInstant

Get Chat

Retrieves team chats and channels.

ActionInstant

Get Custom Field Categories

Retrieves custom field categories.

ActionInstant

Get Custom Fields

Retrieves the custom fields associated with an account.

ActionInstant

Get Forms

Retrieves form definitions.

ActionInstant

Get Jobs

Retrieve jobs associated with a scheduler or time clock instance.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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