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Notis

Create Connecteam users from WhatsApp onboarding

Move new hire details from a WhatsApp thread into Connecteam without retyping them.

Trigger

New WhatsApp Message Received

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

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

New staff details buried in chat create delays and inconsistent onboarding records.

  • Capture onboarding details while context is fresh
  • Reduce manual data entry
  • Start with a consistent user creation request

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Connecteam once in Notis.
  • 2Create an automation for WhatsApp onboarding.
  • 3Tell Notis to read each message, identify complete new staff details, and create the corresponding Connecteam users only when the required information is present.
  • 4Pick New WhatsApp Message Received as the trigger.
  • 5Select a report channel, then test with one onboarding message.

Questions about this workflow

Can it handle several people in one message?

Yes. Notis can identify multiple staff entries and pass them to the bulk user creation action.

What happens when details are incomplete?

Notis can report the missing details instead of creating an incomplete record.

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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