List Basin Forms During User Onboarding
Surface the current Basin form inventory when a new customer or teammate is created in Zendesk.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Forms
Tool to retrieve a list of all forms. use after authentication to fetch all your forms.
Why this helps
Onboarding decisions slow down when nobody has a current view of available forms.
- Give onboarding teams current form choices
- Reduce repeated inventory checks
- Improve early workflow decisions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Basin in Notis once.
- 2Create an automation that retrieves the Basin form list when a new Zendesk user is created.
- 3Pick the Zendesk New User Created trigger.
- 4Choose a report channel.
- 5Test with one new user.
Questions about this workflow
Does this create anything in Basin?
No. It retrieves the current list of forms and reports it.
Can the report focus on certain forms?
Ask Notis to highlight the forms relevant to your onboarding instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Basin. A trigger fires from one place; an action lands in another.
Zendesk triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Tool to create a new webhook for a specific form. use when you need to programmatically add a webhook once you have the form id and callback url confirmed.
New User Created
Triggered when a new user is created in Zendesk.
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Project
Tool to create a new basin project. use when you need a new organizational container for forms. example: "create a project named marketing leads."
Delete Form
Tool to delete a form. use when permanently removing a form after it's no longer needed. ensure the form id is correct; this operation is irreversible.
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
Delete Project
Tool to delete a project. use when you need to remove a project after confirming its id. returns the deleted project's details.
Delete Webhook
Tool to delete a specific webhook. use when you need to remove a webhook from a form after confirming its id.
Connect any two apps with Notis in the middle.
Zendesk and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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