Create an active-goal onboarding summary
Give your team a quick, useful picture of current commitments.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
Why this helps
Onboarding conversations start slowly when goal context must be assembled by hand.
- Produces a concise onboarding brief
- Keeps active commitments visible
- Makes handoffs easier
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Beeminder in Notis once.
- 2Create an automation for active-goal onboarding summaries.
- 3Describe that Notis should retrieve and summarize active goals for each new Zendesk user.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
Can the summary include goals that are not returned?
No. Notis should summarize only the returned Beeminder data and identify gaps.
Does the workflow edit Beeminder?
No. It retrieves and summarizes active goals.
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
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