Give each new Zendesk user an onboarding follow-up
Turn a new user record into a simple next step your team can pick up.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
New customer accounts may need onboarding attention, but a newly created support user can pass unnoticed by the team responsible for follow-up.
- Surface new user records for a human onboarding review.
- Keep customer handoffs in the team's existing Asana workflow.
- Reduce the chance that a new account waits without an owner.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to create an Asana task to review onboarding for each new Zendesk user, using only details available from the event.
- 4Pick the New User Created trigger and choose where run reports should go.
- 5Test with one real new user example and check the task details.
Questions about this workflow
Does Zendesk's new user event mean a paying customer signed up?
Not necessarily. The event means a user was created in Zendesk. Ask Notis to create a review task rather than assume the user is a customer or requires a specific onboarding path.
Can this determine the customer's onboarding needs?
Only when the needed context is present in the event or supplied in your instruction. Otherwise, use the task to prompt a teammate to review the account.
Where does the task go?
Tell Notis in your instruction which existing Asana project or context to use, if it is known and accessible.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Asana. A trigger fires from one place; an action lands in another.
Zendesk triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
New User Created
Triggered when a new user is created in Zendesk.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Zendesk and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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