Process approved charges during new-user setup
Keep a documented billing step attached to onboarding.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Charge
Tool to create a new charge for a user. use when billing a user outside of goal pledges; supports dryrun mode.
Why this helps
Billing requests gathered during onboarding are easy to forget or re-enter incorrectly.
- Keeps billing tied to onboarding context
- Requires explicit approval
- Supports a dry run before charging
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Beeminder in Notis once.
- 2Create an automation for approved onboarding charges.
- 3Tell Notis to create a Beeminder charge only when the new-user record includes explicit approval and complete details, starting in dry run mode.
- 4Choose New User Created as the trigger.
- 5Select a report channel and test with one approved user example.
Questions about this workflow
What if approval is not present?
Notis should skip the charge and report that approval is missing.
Can the amount be inferred?
No. The amount must be explicitly supplied in the triggering data or user instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Beeminder. A trigger fires from one place; an action lands in another.
Zendesk triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Tool to authenticate a user and redirect them to a given url. use when sending a user into the beeminder web ui directly after oauth or token validation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Tool to create a new charge for a user. use when billing a user outside of goal pledges; supports dryrun mode.
New User Created
Triggered when a new user is created in Zendesk.
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Archived Goals
Tool to retrieve archived goals for a specified user. use when you need to inspect a user's past archived goals.
Get Beeminder User Information
Tool to retrieve information about a specified beeminder user. use when you need to fetch details like timezone, goals, urgency, or deleted goals after authenticating successfully.
Connect any two apps with Notis in the middle.
Zendesk and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Beeminder.