Prepare one onboarding packet for every new user
Give new customers a complete starter packet immediately.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
Why this helps
Onboarding materials arrive as scattered files and links.
- Creates a consistent welcome packet
- Reduces onboarding follow up
- Keeps approved materials together
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Api2pdf once in Notis.
- 2Create an automation from Automations, New Automation.
- 3In one instruction, ask Notis to merge the approved onboarding PDFs for each new user.
- 4Pick the New User Created trigger and select the report channel.
- 5Test with one newly created user and review the packet.
Questions about this workflow
Where do the onboarding PDFs come from?
They must be available to the connected workflow or supplied by you in the instruction.
Can the packet include a user specific document?
Yes, if that document is available when the new user event fires.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Api2pdf. A trigger fires from one place; an action lands in another.
Zendesk triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Zendesk Ticket
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Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
Optimize PDF
Tool to optimize a pdf document to reduce file size while maintaining quality. use when you need to minimize storage or bandwidth for an existing pdf.
Reorder PDF Pages
Tool to reorder pages of a pdf document. use when you need to rearrange pages into a new order by specifying page indices.
Connect any two apps with Notis in the middle.
Zendesk and Api2pdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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