Create Attio people from new Zendesk users
Stop retyping customer details between support and relationship tools.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
Why this helps
New users can remain stranded in Zendesk while sales and customer success work from Attio.
- Reduce duplicate data entry
- Give customer teams immediate relationship context
- Keep new contacts from being overlooked
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Attio once in the Notis portal.
- 2Create a new automation and name the outcome.
- 3Describe that each new Zendesk user should create an Attio person with available details.
- 4Pick the Zendesk New User Created trigger and choose a report channel.
- 5Test with one newly created user and review the run report.
Questions about this workflow
What happens if the user already exists in Attio?
Tell Notis to search for an existing matching person first and only create a record when no match is found.
Which Zendesk details can be used?
Notis can use details returned by the event, such as the user's name, email, and organization when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Attio. A trigger fires from one place; an action lands in another.
Zendesk triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
New User Created
Triggered when a new user is created in Zendesk.
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
Zendesk and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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