Draft welcome messages for new users
Give new users a thoughtful first touch with less manual writing.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Why this helps
New user onboarding gets delayed when every welcome note starts from a blank page.
- Speed up onboarding
- Use consistent messaging
- Personalize first contact
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Anthropic administrator once in Notis.
- 2Create an automation for new user welcome drafts.
- 3Tell Notis to write a concise welcome note using the available user details and your preferred tone.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one newly created user record.
Questions about this workflow
Can it send the welcome note?
It produces draft text. Review and send it through your approved channel.
What if user details are missing?
Tell Notis to use a neutral greeting and identify missing details in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Anthropic administrator. A trigger fires from one place; an action lands in another.
Zendesk triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Model
Tool to retrieve details of a specific model by its id. use after confirming the model id is valid.
New User Created
Triggered when a new user is created in Zendesk.
List models
Tool to list available models. use when you need to see which models are available before selection.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Prompt Caching
Tool to cache and reuse prompt content to reduce costs and latency. use after you have static prompt portions you intend to reuse across calls.
Connect any two apps with Notis in the middle.
Zendesk and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Anthropic administrator.