Get Basin Project Details During Onboarding
Bring the right Basin project metadata into onboarding without switching tools.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Project Details
Tool to retrieve detailed information about a specific project. use when you have a project id and need its metadata (name, created at, updated at).
Why this helps
Project ownership and timestamps are easy to miss when onboarding is spread across systems.
- Make ownership and timing visible
- Reduce onboarding context switches
- Support cleaner workspace decisions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Basin in Notis once.
- 2Create an automation that retrieves details for the Basin project relevant to each new Zendesk user.
- 3Pick the Zendesk New User Created trigger.
- 4Choose a report channel.
- 5Test with one new user and project id.
Questions about this workflow
What identifier is required?
The workflow needs a Basin project id or a user instruction that supplies how to identify it.
Does it update the project?
No. It only retrieves and reports project details.
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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