Find onboarding work for every new Zendesk user
See the work already associated with a new user before assigning another task.
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
Teams can create duplicate onboarding work when existing Trello context is hard to locate.
- Prevent duplicate onboarding work
- Surface account history quickly
- Make handoffs easier
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Api labz in Notis once.
- 2Create an automation named for new-user Trello research.
- 3Tell Notis to search Trello for cards, lists, and boards matching the new Zendesk user and summarize relevant results.
- 4Pick the Zendesk New User Created trigger.
- 5Choose where reports go, then test with one real new-user event.
Questions about this workflow
What identifiers can be used for the search?
Use the identifiers available in the Zendesk user event, such as name, email, or organization.
Does the workflow change Trello?
No. It searches and reports matching Trello context.
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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Webhook trigger
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New User Created
Triggered when a new user is created in Zendesk.
List Airtable Tables
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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