Check existing Agenty agents for every new user
Reuse the research capability you already built for each new relationship.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Fetch all agents
Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
Why this helps
New customer onboarding slows down when teams cannot find existing agents quickly.
- Make existing capabilities discoverable
- Reduce duplicate onboarding setups
- Give teams a clear next step for new users
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Agenty in Notis once.
- 2Create an automation asking Notis to fetch active Agenty agents and identify those relevant to the new user context.
- 3Pick New User Created as the trigger.
- 4Choose where run reports should go.
- 5Test with one user and review the suggested agents.
Questions about this workflow
Does the workflow change any agent?
No. It only fetches the active agent inventory for a recommendation.
Can I include customer segment rules?
Yes. State the segment or use case rules in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Agenty. A trigger fires from one place; an action lands in another.
Zendesk triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clone Agent by ID
Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
New User Created
Triggered when a new user is created in Zendesk.
Get Agent Templates
Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Delete Agent by ID
Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.
Fetch all agents
Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
Get Agent by ID
Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.
Update Agent by ID
Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."
Create API Key
Tool to create a new api key. use when you need to provision access credentials for the api.
Connect any two apps with Notis in the middle.
Zendesk and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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