Keep Connecteam staff records current after departures
A departure note can prompt a timely account cleanup without relying on someone to remember it later.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Departure plans often appear in a conversation long before someone gets to the account cleanup task.
- Keeps departure follow-up close to the source message
- Surfaces uncertainty before a user record is archived
- Reduces a lingering cleanup task on the founder's mental list
Setup
Build it in a few focused steps.
- 1Connect Slack and Connecteam to Notis once in the portal.
- 2Create an automation with a prompt to identify explicit departure notices and prepare the matching Connecteam archive action only when the person is unambiguous.
- 3Select the Slack channel message trigger and a channel for run reports.
- 4Test with one real, authorized offboarding update and verify the person before archiving.
Questions about this workflow
Can an informal mention trigger archiving?
Tell Notis in the prompt to require an explicit departure notice and stop for clarification when the person or timing is unclear.
Can archived staff records be deleted?
The available Connecteam action archives users. It does not delete their records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Connecteam. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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