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Archive Connecteam users from WhatsApp offboarding

Turn a clear offboarding message into a tidy Connecteam user archive.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

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

Offboarding requests can sit in chat while former staff remain active in operational systems.

  • Reduce delays when someone leaves
  • Preserve records while removing active access
  • Create an auditable run summary

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Connecteam once in Notis.
  • 2Create an automation for confirmed offboarding messages.
  • 3Tell Notis to identify departing staff, verify the matching Connecteam users, and archive only the users clearly named in the message.
  • 4Pick New WhatsApp Message Received as the trigger.
  • 5Choose where reports go and test with one real offboarding example.

Questions about this workflow

Does archiving delete the user's history?

No. The Connecteam action archives users without deleting their records.

Can it avoid acting on ambiguous messages?

Yes. Tell Notis to report ambiguity and wait for a clear confirmation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Timelinesai triggers

Connecteam actions

Recurring trigger

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

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate 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

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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