Make offboarding account reviews easier
Keep offboarding requests visible and make account deactivation a deliberate, traceable step.
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
Manual offboarding handoffs can leave former staff active or make it unclear which account should be deactivated.
- Use the offboarding request as the source for the review.
- Require a reliable Connecteam user ID before archiving.
- Report which users were selected and any unresolved matches.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Connecteam to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to match the offboarding request to Connecteam users, archive only records with an unambiguous user ID, and report the result.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real offboarding request and verify the user ID and outcome.
Questions about this workflow
Does archiving delete a user?
The action archives users without deleting their records.
What if the offboarding request does not include a user ID?
The automation should report the missing identifier and avoid archiving an uncertain match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Connecteam. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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