Check prior conversations for new users
Start onboarding with the context your team already has.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Messages
List messages from an agentmail inbox
Why this helps
A new user record may hide earlier sales or support conversations.
- Prevent duplicate outreach
- Preserve relationship context
- Improve onboarding decisions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Agent mail once in the Notis portal.
- 2Create an automation defining the user identifiers and context to summarize.
- 3Pick the New User Created trigger.
- 4Choose the report channel.
- 5Test with one real user creation.
Questions about this workflow
Can it search by email address?
Yes, when the new user event provides the address and your instruction asks Notis to use it.
Can it report that no history was found?
Yes. Ask Notis to state clearly when no relevant messages are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Agent mail. A trigger fires from one place; an action lands in another.
Zendesk triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
New User Created
Triggered when a new user is created in Zendesk.
Send Email
Send an email using agentmail api
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Agent mail.