Route new Zendesk users to your welcome audience
Give onboarding contacts a clear home the moment they appear.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Why this helps
Teams lose time deciding which audience should receive a new user's first message.
- Creates a consistent onboarding audience
- Prevents missed welcome outreach
- Removes repetitive list administration
Setup
Build it in a few focused steps.
- 1Connect Zendesk and ActiveTrail in Notis once.
- 2Create an automation that adds each new Zendesk user to your specified ActiveTrail welcome group.
- 3Pick New User Created as the trigger.
- 4Select a report channel, run a test with one real user, and review the result.
Questions about this workflow
Can I use a different group for each business line?
Yes. Describe the intended group in the automation instruction and keep the outcome specific.
Will this send an email immediately?
No. It adds the contact to the group; any campaign or automation sending is managed separately in ActiveTrail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to ActiveTrail. A trigger fires from one place; an action lands in another.
Zendesk triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
New User Created
Triggered when a new user is created in Zendesk.
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Create Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
Zendesk and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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