Create an Agenty research list for new Zendesk users
Turn new user records into an organized research queue.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create List
Tool to create a new list. use after preparing the list name and optional description. example: "create a list named 'contacts' with description 'potential leads'."
Why this helps
Customer research gets scattered across ad hoc files and forgotten follow ups.
- Create a consistent place for new user research
- Reduce setup work for customer cohorts
- Make later list based analysis easier
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Agenty in Notis once.
- 2Create an automation instructing Notis to create an Agenty list for each relevant new user or cohort.
- 3Pick New User Created as the trigger.
- 4Choose a report destination.
- 5Test with one new user and confirm the list name and purpose.
Questions about this workflow
Will this add the user as a row?
This workflow creates a list. Adding rows requires a separate supported Agenty action, so describe only the list creation outcome.
Can I use a cohort naming rule?
Yes. State the naming rule in the plain language 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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