ceven

Connecteam

Syncs deskless employee data and task boards with your central HR system, automates staff onboarding, and pulls performance metrics into real time dashboards.

Try Connecteam in Ceven

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Why use Ceven?

  1. AI native Connecteam integration

    • Describe the outcome and Ceven picks the right Connecteam calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Connecteam data, across all 16 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Connecteam access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Connecteam, when, and on whose behalf.
    • The agent pauses and asks when Connecteam is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Connecteam.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Connecteam action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Connecteam, and when to use it.

Archive Users
Use this when you need to deactivate users without deleting their records to maintain historical data.
Create Users
Use this when you need to add several staff or admin accounts at once during bulk onboarding.
Generate Upload URL
Use this when you need a secure time limited url prior to uploading a file to the platform.
Get Chat
Pull chat conversations and list all team channels after confirming your communications hub is on the expert plan.
Get Custom Field Categories
Use this when you need to list or filter custom field categories in your account.
Get Custom Fields
Pull all custom fields associated with the account to filter or sort employee metadata.
Get Forms
Retrieve all form definitions from the account after enabling the forms api.
Get Jobs
Pull a list of job objects for a specific instance id to filter and page through active jobs.
Get Performance Indicators
Use this when you need to list available performance metrics for data analysis.
Get Policy Types
Retrieve available time off policy types before creating time off requests.
Get Publishers
Pull a list of all custom publishers after confirming api access.
Get Schedulers
Enumerate all job schedulers associated with the account after authentication.
Get Smart Groups
Pull all smart groups associated with the account to manage dynamic user segments.
Get Task Boards
Retrieve all task boards to monitor project progress and assignment status.
Get Users
Pull a list of all users associated with your account to fetch and filter staff data.

15 actions · scroll to see them all

Frequently asked questions

Ceven operates based on the permissions granted to the API key or OAuth token used during the connection process. If the connecting admin account has restricted access to certain smart groups or specific task boards, the Ceven agent will only see the data that the admin can see. It cannot escalate its own privileges to access restricted employee records or private chat channels. We recommend using a dedicated service account with the minimum required permissions to maintain a tight security posture. This ensures that your workflow automation does not accidentally expose sensitive payroll or personal data to unauthorized users within your organization.
Yes. You can build a workflow where Ceven listens for a trigger from your ATS or payroll software and then calls the Create Users action in Connecteam. Beyond just creating the account, the agent can use the Get Smart Groups action to identify the correct group for the new hire based on their job title and then assign them accordingly. This removes the manual step of adding every new hire to the mobile app, ensuring they have access to their schedules, policies, and task boards the moment they step onto the job site for their first day of work.
Yes. Access to the Get Chat tool is gated by the Connecteam subscription tier. Specifically, your account must be on the Expert plan to utilize the communications hub API features. If you are on a Basic or Standard plan, calls to the chat endpoint will return an error indicating that the feature is not enabled for your account. This is a limitation imposed by Connecteam and not by Ceven. Once you upgrade your plan, the agent can immediately begin pulling chat history for sentiment analysis or archival purposes without needing any reconfiguration of the workflow.
Ceven utilizes the Create Users and Archive Users tools to manage staff lists at scale. Instead of making individual API calls for every single person, the agent can batch these requests to stay within the platform limits. When you provide a list of users to be archived, Ceven processes them in groups, ensuring that the system does not trigger rate limits that could disrupt other operational workflows. This is particularly useful for seasonal businesses that need to offboard hundreds of temporary workers at the end of a peak period while keeping their records for compliance.
Absolutely. By using the Get Performance Indicators tool, Ceven can pull raw metric data from Connecteam and pipe it into a data warehouse or a reporting tool like Looker or Tableau. The agent can be programmed to run this pull on a daily or weekly basis, allowing you to see trends in task completion rates or form submission speed across different regions. Because the agent can combine this with data from Get Jobs, you can see exactly which projects are overperforming and which ones are lagging behind their expected timelines.
Ceven follows the secure upload handshake required by Connecteam. First, the agent calls the Generate Upload URL tool to receive a pre signed, time limited URL from the platform. Once the URL is secured, the agent streams the file directly to that endpoint. This means Ceven never stores your sensitive company documents on its own servers longer than is necessary to facilitate the transfer. This architecture ensures that your internal policies, employee handbooks, and safety certificates remain secure and are handled according to the encryption standards set by the workforce management platform.
Ceven can assist by pulling the available policy types using the Get Policy Types tool, which allows the agent to understand how different time off requests are categorized. While the agent cannot unilaterally change company policy, it can automate the administrative side of requests. For example, if an employee submits a request through an external portal, Ceven can verify the policy type in Connecteam and then route the request to the correct manager for approval. This creates a seamless bridge between your corporate policy engine and the mobile experience your field staff uses.
Connecteam distinguishes between archiving and deleting. If a user is deleted, their historical data may be permanently removed, which can break your reporting. Ceven defaults to using the Archive Users tool whenever a workflow triggers a staff offboarding event. This ensures that the user can no longer log in to the app, but their past form submissions, time clock entries, and task completions remain tied to their record. This is critical for businesses in regulated industries where you must prove that a specific employee completed a safety training form six months ago.

Alternatives to Connecteam

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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