Set Up Affinda Organizations from New Zendesk Users
A new customer appears in Zendesk and the matching Affinda workspace foundation is ready.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Why this helps
New customer onboarding stalls while someone manually creates matching document resources.
- Speed up customer document onboarding
- Keep organization setup tied to user creation
- Reduce duplicate administrative work
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Affinda in Notis.
- 2Create an automation that creates an Affinda organization when a new Zendesk user represents a new account.
- 3Pick New User Created as the trigger.
- 4Choose a report destination and test with one representative user.
Questions about this workflow
Will every Zendesk user create an organization?
Your instruction can limit creation to users who clearly represent a new customer account.
What if the organization already exists?
Notis can report a possible duplicate for review before creating anything.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Affinda. A trigger fires from one place; an action lands in another.
Zendesk triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
New User Created
Triggered when a new user is created in Zendesk.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Zendesk and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinda.