Create Dedicated Basin Projects at Onboarding
Give new users a dedicated Basin container when their onboarding plan calls for one.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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."
Why this helps
Teams forget to create operational containers until work has already started.
- Start segmented onboarding cleanly
- Reduce forgotten setup tasks
- Keep customer work isolated and findable
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Basin in Notis once.
- 2Create an automation that creates a dedicated Basin project for qualifying new Zendesk users.
- 3Pick the Zendesk New User Created trigger.
- 4Choose a report channel.
- 5Test with one qualifying user.
Questions about this workflow
How does Notis know who qualifies?
State the qualification and project naming rule in the plain language instruction.
Which Basin action creates it?
The workflow uses Create Project.
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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