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Bring category research into onboarding

See the broader product category context as soon as a new user enters Zendesk.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

List Collection Requests

Tool to list all requests in a collection (paginated). use when you need to paginate through requests for a specific collection.

Why this helps

Onboarding teams lack category context and repeat research that already exists elsewhere.

  • Adds category context to onboarding
  • Reduces repeated research
  • Creates a useful handoff summary

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Asin data api once in the Notis portal.
  • 2Create an automation that lists category research requests based on the new user's product context.
  • 3Pick the New User Created trigger.
  • 4Choose where run reports go and test with one new user.

Questions about this workflow

What if the category is not in the user record?

Ask Notis to report the missing category so someone can provide it.

Does this return category metrics directly?

It lists the existing requests; the request data determines what details are available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Asin data api. A trigger fires from one place; an action lands in another.

Zendesk triggers

Asin data api actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Clear multiple collection requests

Tool to delete multiple requests from a collection by ids. use when you need to remove a selected set of request entries from an existing collection in a single call.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Collection Requests

Tool to list all requests in a collection (paginated). use when you need to paginate through requests for a specific collection.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Connect any two apps with Notis in the middle.

Zendesk and Asin data api, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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