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Connecteamhuman resources
16 available actions
What your AI agent can do in Connecteam
Connecteam is a comprehensive workforce management platform designed to streamline operations, enhance communication, and improve HR processes for deskless teams. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 16 actions.
Common starting points
- Get Task BoardsTool to retrieve all task boards.
- Get ChatTool to retrieve chat conversations.
- Create UsersTool to create multiple users in Connecteam.
- Generate Upload URLTool to generate a pre-signed URL for uploading a file.
- Archive UsersTool to archive one or more users by their unique IDs.
Browse all 16 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 13 actions
- Get ChatTool to retrieve chat conversations.
- Get Custom Field CategoriesTool to retrieve all custom field categories.
- Get Custom FieldsTool to retrieve all custom fields associated with the account.
- Get FormsTool to retrieve all form definitions from Connecteam.
- Get JobsTool to retrieve a list of job objects relevant to a specific instance ID.
- Get Performance IndicatorsTool to retrieve the list of performance metric indicators.
- Get Policy TypesTool to retrieve available time-off policy types.
- Get PublishersTool to retrieve a list of all custom publishers.
- Get SchedulersTool to retrieve a list of job schedulers associated with the account.
- Get Smart GroupsTool to retrieve all smart groups associated with the account.
- Get Task BoardsTool to retrieve all task boards.
- Get UsersTool to retrieve a list of all users associated with your account.
- List MeTool to retrieve account information including company name and company ID.
Create & communicateCreate records or send supported messagesView 2 actions
- Create UsersTool to create multiple users in Connecteam.
- Generate Upload URLTool to generate a pre-signed URL for uploading a file.
Update & manageChange and manage existing recordsView 1 action
- Archive UsersTool to archive one or more users by their unique IDs.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Connecteam
How does the agent connect to Connecteam?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Connecteam?
The page above lists the 16 actions currently available through the Connecteam connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Connecteam included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Connecteam is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Connecteam to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.