Prepare service quotations from new Zendesk user details
Capture a new customer's stated need while it is still fresh in your onboarding flow.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
New customer requests get lost between account creation and the person who prepares quotations.
- Reduce onboarding handoff delays
- Preserve the original service request
- Start quoting sooner
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Ascora in Notis once.
- 2Create an automation telling Notis to create an Ascora quotation when a new user record includes a specific service request and enough pricing context.
- 3Pick New User Created as the trigger.
- 4Choose where reports about created or skipped quotations should go.
- 5Test with one real user record and review the quotation.
Questions about this workflow
Will every new user create a quotation?
Only if your instruction says the service request and required details are present.
Can Notis invent missing pricing?
No. It can only use the information available in the source and target systems.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Ascora. A trigger fires from one place; an action lands in another.
Zendesk triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
New User Created
Triggered when a new user is created in Zendesk.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
Zendesk and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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