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Send a relevant first introduction

Help new users understand the next useful step immediately.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

Send Email

Send an email using agentmail api

Why this helps

Generic onboarding messages can leave users unsure where to begin.

  • Make onboarding more relevant
  • Guide users to a next step
  • Reduce generic email noise

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Agent mail once in the Notis portal.
  • 2Create an automation explaining how to tailor the introduction from available user context.
  • 3Pick the New User Created trigger.
  • 4Choose where run reports go.
  • 5Test with one real user creation.

Questions about this workflow

What context can personalize the email?

Use only context available in the event, such as name, organization, or role, when present.

Can I define different next steps?

Yes. Provide the approved guidance for each supported user context.

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.

TriggerScheduled

Get Message

Get a specific message from an agentmail inbox

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Messages

List messages from an agentmail inbox

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Send Email

Send an email using agentmail api

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.