Prepare a folder handoff for customer success
Keep document organization context ready for the next onboarding conversation.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
Why this helps
Customer success teams lose time reconstructing document locations between onboarding handoffs.
- Improves handoff continuity
- Reduces repeated discovery
- Creates a reusable report
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Algodocs in Notis.
- 2Create an automation for new user folder handoffs.
- 3Tell Notis to list and summarize relevant Algodocs folders using the new Zendesk user context.
- 4Select New User Created, choose the report destination, and test with one user event.
Questions about this workflow
Does it assign folders to the user?
No. It prepares context for a customer success handoff.
Can the report include hierarchy?
Yes. The folder listing includes hierarchy information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Algodocs. A trigger fires from one place; an action lands in another.
Zendesk triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
New User Created
Triggered when a new user is created in Zendesk.
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
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 Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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