Find the right Connecteam staff details from WhatsApp
A staff question arrives in WhatsApp. Notis checks Connecteam users and gives you the relevant details in a short report.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Get Users
Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.
Why this helps
Searching a staff directory while keeping a WhatsApp conversation moving creates extra context switching.
- Find relevant staff records without leaving the conversation context.
- Get a short report instead of scanning a full user list.
- Keep follow-up information in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Connecteam once in the Notis portal.
- 2Create an automation by telling Notis to identify staff referenced in incoming messages, look up matching Connecteam users, and report relevant results.
- 3Pick the New Message Received trigger and choose where run reports go.
- 4Test with one real staff lookup message.
Questions about this workflow
Does this send a reply to the WhatsApp sender?
This workflow looks up Connecteam users and sends its result to your chosen run report channel. The listed Connecteam actions do not send WhatsApp messages.
What if the message does not identify a staff member clearly?
Notis can report that it could not identify a match and ask you to clarify through your normal process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Connecteam. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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 Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
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.
Whatsapp and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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