Check project readiness for new users
See whether a new user already belongs to an active onboarding or implementation project.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Projects
Tool to retrieve a list of all projects. use after obtaining the api token.
Why this helps
Teams may create duplicate onboarding work because existing projects are hard to find quickly.
- Prevent duplicate onboarding projects
- Surface existing work
- Speed customer handoff
- Improve project visibility
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Agiled in Notis once.
- 2Create an automation named New user project check.
- 3Tell Notis to search Agiled projects for a likely match and report whether onboarding work already exists.
- 4Pick the New User Created trigger and choose a report channel.
- 5Test with one user linked to an existing project.
Questions about this workflow
Does this create a project if none is found?
No. It reports the search result; you can create a separate project workflow if needed.
Can it compare project status?
Yes, if the returned Agiled project data includes status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Agiled. A trigger fires from one place; an action lands in another.
Zendesk triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
New User Created
Triggered when a new user is created in Zendesk.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Zendesk and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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