Inspect customer document coverage at onboarding
Know what customer documents are already available when a user enters Zendesk.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Why this helps
Onboarding decisions slow down when document coverage is unknown.
- Surface available onboarding context
- Identify gaps before follow-up work
- Make customer setup more predictable
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Aryn once in the Notis portal.
- 2Create an automation that asks Notis to retrieve metadata for the customer's specified docset.
- 3Pick New User Created as the trigger.
- 4Choose a report channel for the metadata.
- 5Test with a real user linked to an existing docset.
Questions about this workflow
What must the automation know?
It needs the Aryn docset id to inspect.
Is this a document content export?
No. It retrieves metadata and optional usage statistics for the docset.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Aryn. A trigger fires from one place; an action lands in another.
Zendesk triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
New User Created
Triggered when a new user is created in Zendesk.
Delete DocSet
Tool to delete a docset and all its documents. use after confirming the docset id, when you need to permanently remove a docset and its contents.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Get Document Binary
Tool to retrieve the binary content of a document by docset id and document id.
List Async Tasks
Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.
Connect any two apps with Notis in the middle.
Zendesk and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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