Find account history when a new user appears
Start onboarding with the context your team already created.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Trello AI Search Engine
Tool to search trello boards, lists, and cards using ai-driven queries. use when you need to quickly locate relevant trello cards, lists, or boards.
Why this helps
New user records rarely include the full account story, forcing teams to search manually.
- Accelerate account orientation
- Reduce repeated questions
- Make onboarding more informed
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Api labz in Notis once.
- 2Create an automation for new-user account history.
- 3Tell Notis to search Trello for account-related cards, lists, and boards matching the new Zendesk user, then summarize useful history.
- 4Pick the Zendesk New User Created trigger.
- 5Choose a report channel, then test with one real user event.
Questions about this workflow
What if the user is completely new?
Notis can report that no matching Trello context was found.
Can I limit the search to a specific account term?
Yes. Include the account name, organization, or other available identifier in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Api labz. A trigger fires from one place; an action lands in another.
Zendesk triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to list all airtable tables for a given base. use when you need to retrieve table names before interacting with a table.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Trello AI Search Engine
Tool to search trello boards, lists, and cards using ai-driven queries. use when you need to quickly locate relevant trello cards, lists, or boards.
Connect any two apps with Notis in the middle.
Zendesk and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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