Start onboarding with contract context
Know what recurring service relationship a new user already has before planning outreach.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Subscription Contracts
Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.
Why this helps
Onboarding teams ask redundant questions because contract status is not visible in the intake flow.
- Avoid redundant questions
- Improve onboarding decisions
- Surface contract gaps early
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Appointo once in Notis.
- 2Create an automation that retrieves matching Appointo subscription contracts for new users.
- 3Pick New User Created as the trigger.
- 4Choose a report channel, then test with one real user and review the contract result.
Questions about this workflow
What if the user has multiple contracts?
Ask Notis to summarize all matching contracts and highlight the active one.
Does this update any contract?
No. It only retrieves contract information for onboarding decisions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Appointo. A trigger fires from one place; an action lands in another.
Zendesk triggers
Appointo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
List Subscription Contracts
Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.
Connect any two apps with Notis in the middle.
Zendesk and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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