Run a recurring Connecteam roster review
Keep your people context current without remembering another recurring check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Roster changes are easy to miss when nobody owns the recurring review.
- Reduce stale roster context
- Create a dependable review habit
- Keep changes visible to decision makers
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Connecteam once in Notis.
- 2Create an automation asking Notis to retrieve and summarize the Connecteam user roster.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Select where run reports should go and test with one real run.
- 5Review the scheduled report and adjust the instruction if needed.
Questions about this workflow
Does this archive users automatically?
No. It only retrieves and summarizes users.
What schedule can I use?
Choose the recurring schedule supported by the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Connecteam. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
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.
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.
Zendesk and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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