Research new users before their onboarding starts
Understand a new users public context before the first conversation.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Query Data
Tool to query structured data as json from a web page using an agentql query or natural language prompt. use after defining your query or prompt and a url or html.
Why this helps
Onboarding preparation is easy to skip when company research requires several manual searches.
- Prepare more relevant onboarding conversations
- Cut manual company research
- Give teammates a consistent context note
Setup
Build it in a few focused steps.
- 1Connect Zendesk and AgentQL once in the Notis portal.
- 2Create an automation instructing Notis to query the new users company website and summarize useful onboarding context.
- 3Pick New User Created as the trigger.
- 4Choose a report destination and test with one real user record.
Questions about this workflow
What information is returned?
The result depends on the accessible website content and the research guidance in your prompt.
Can it research a users private data?
Keep the instruction focused on permitted public or connected website information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Agentql. A trigger fires from one place; an action lands in another.
Zendesk triggers
Agentql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Usage Details
Tool to retrieve subscription usage details for the current api key, including usage limits and billing period. use after confirming api connection is valid.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Query Data
Tool to query structured data as json from a web page using an agentql query or natural language prompt. use after defining your query or prompt and a url or html.
New User Created
Triggered when a new user is created in Zendesk.
Create Remote Browser Session
Tool to create a remote browser session. use when you need to run browser automation on remote infrastructure.
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 Agentql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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