Keep proposal brand context ready for new users
Start account conversations with the right presentation context.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Why this helps
Proposal defaults are easy to overlook when a new contact enters support.
- Keep brand defaults visible
- Reduce repeated settings checks
- Improve handoff consistency
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named New user brand context.
- 3Tell Notis to retrieve the default brand settings and summarize only what helps the team handle this user.
- 4Choose Zendesk New User Created as the trigger.
- 5Select a report channel, then test with one real user.
Questions about this workflow
Are brand settings changed?
No. The workflow only retrieves current default brand settings.
Can I limit the summary?
Yes. State which settings your team needs in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Better proposals. A trigger fires from one place; an action lands in another.
Zendesk triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New User Created
Triggered when a new user is created in Zendesk.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Zendesk and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.