Prepare KYC extractor context for new users
Help onboarding teams understand available document options early.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
Why this helps
KYC onboarding often repeats the same internal search for identity document extractors.
- Speeds KYC onboarding
- Standardizes capability reviews
- Makes options easier to discuss
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Algodocs in Notis.
- 2Create an automation for KYC extractor catalogs.
- 3Tell Notis to list relevant Algodocs extractors for the new user's apparent document workflow and note uncertainty.
- 4Choose New User Created, select a report channel, and test with one event.
Questions about this workflow
Does it verify a person's identity?
No. It only catalogs available document extractors.
Can it report all extractors?
Yes, especially when the new user event lacks document details.
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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