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Fetch Beeminder profile details during onboarding

Give your team timezone and goal context as soon as a user appears.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

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.

Why this helps

Onboarding follow-up gets delayed when basic account details require a separate lookup.

  • Surfaces available profile details quickly
  • Supports better timing for outreach
  • Creates a consistent onboarding handoff

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Beeminder in Notis once.
  • 2Create an automation for new user profile context.
  • 3Tell Notis to fetch Beeminder user information for the new Zendesk user and summarize available details.
  • 4Choose New User Created as the trigger.
  • 5Select a report channel and test with one real user.

Questions about this workflow

Which details can be included?

Available fields may include timezone, goals, urgency, and deleted goals.

What happens when no Beeminder profile matches?

Notis should report that no matching profile was found instead of guessing.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Charge

Tool to create a new charge for a user. use when billing a user outside of goal pledges; supports dryrun mode.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Get all goals

Tool to retrieve all goals for a specified user. use when listing a user's active goals.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Get Archived Goals

Tool to retrieve archived goals for a specified user. use when you need to inspect a user's past archived goals.

ActionInstant

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.

ActionInstant

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

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