Provision a separate customer document space
Keep different customer document streams separate from the start.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Why this helps
Mixed document collections make it harder to control scope and find the right source later.
- Separate document streams early
- Make later retrieval more predictable
- Reduce cleanup caused by mixed files
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Aryn once in the Notis portal.
- 2Create an automation that asks Notis to create the secondary docset with your stated purpose.
- 3Pick New User Created as the trigger.
- 4Choose a report channel for confirmations.
- 5Test with one real new user event.
Questions about this workflow
Why create a second docset?
Use it when a customer needs a distinct collection with a separate purpose or retention boundary.
Does this duplicate an existing docset?
It creates a new container according to the prompt, so describe the purpose clearly.
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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